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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Paddler who wrote (6011)	6/14/1998 8:35:00 PM
From: Glenn D. Rudolph	Respond to of 164684

I agree, it doesn't take much to drive by a mall and see the parking lot full even on a beautiful summer day. e-tailing won't put the retailers out of business nor the direct mailers. It will just add another option to the mix and create a new class of buyers, just as the direct mailers did 10-20 years ago. I'm in the direct mail business and when we buy lists we look for direct reponsive buyers (that's why once you order something from direct mail, it seems like everyone is suddenly after you.) AMZN will help create another new class of buyers who are internet responsive buyers. So now there will be three distinct classes of buyers and IMO sellers to all three of these will prosper. And I think the ones who will prosper the most will be the ones who go after all three classes. Paddler, Finally a retailer and we agree completely. My wife is a direct mail buyer and mall shopper. The original retailers did not die from mail order nor did the direct mail fail. Etailing will survive too but not change the entire retail environment. My short's just a basic business decision, nothing more. The question now is how long the hype will last. We agree here too. However, I have my doubts Amazon.con will succeed due to the huge dept load so early. Many others will and be direct mail, etail and bricks and mortar. Glenn

To: Paddler who wrote (6011)	6/15/1998 12:50:00 PM
From: trouthead	Read Replies (1) \| Respond to of 164684

Check back on those parking lots in ten years. They will still be there but they will not be as full. Browsers, the shopping kind not the software, will always go to the mall or store. Men will shop on the net. There are only so many dollars available, so if money is spent on etailing it will not be spent at the actual store. The degree to which the net has an effect on bricks and mortar sellers will depend on new technologies, bigger backbones (cable,adsl), 3D pictures that one can turn and view from different sides and two way video that allows you to talk to a virtual clerk. What worked in the 16th century was Price Service and Convenience. The net has the potential to offer these in spades. I believe it will have a huge impact. jb