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

To: Alomex who wrote (6224)	6/16/1998 4:51:00 PM
From: William T. Katz	Respond to of 164684

RE: The competition Amazon has more than just BKS and BGP as competition. [Both of them, by the way, are substantially less in market cap than AMZN right now ... Barnes & Noble is almost $1.5 million less in market cap than AMZN ... unbelievable!] People seem to have amnesia that Bertlesmann will move into online sales in a big way, and they have deeper pockets than AMZN+BGP+BKS, not to mention they own the publishers. I bought my first books from borders.com, two Vietnamese language books, one of which was said to be "unavailable" at Amazon. I was pleasantly surprised to find Bill Gates' The Road Ahead book included with my order as a free gift. I know they are having a huge surplus on that book, but still, it was a nice thought :)

To: Alomex who wrote (6224)	6/16/1998 10:02:00 PM
From: Winter	Respond to of 164684

>> Coner? The segment has two strong competitors, B&N and Borders. While microsoft haters would surely howl, it would never fly in court. Strong competitors, perhaps, but Amazon is the market leader. Perhaps you've heard of a company called Intuit, the DOJ blocked Microsoft's attempt to get its hand on Quicken and there was competition. >>By the way, Microsoft already sells cars and travel services on the net, Yes I'm aware of them and have used both. Microsoft can do whatever it wants if it starts from scratch (Expedia & CarPoint). Buying out the market leader of any segment raises eyebrows - and my point was that it would add fuel to the DOJ fire, not that it would be out and out illegal. >> and they can buy overpriced AMZN with monopoly money: their own stock Microsoft stock may sport a high PE but you can at least justify it with a business model, great profit margins and solid growth. If you call Microsoft's stock monopoly money then Amzn's stock is (used?) toilet paper in comparison. ;-)