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

To: Glenn D. Rudolph who wrote (8783)	7/4/1998 10:30:00 AM
From: John May	Read Replies (1) \| Respond to of 164684

<<Borders is the least organized at present. They plan on have that problem cleaned up by summers end. >> Their online store is not their only problem. I was in one of their superstores yesterday, and at least half of their CD demo players weren't working. It was infuriating.

To: Glenn D. Rudolph who wrote (8783)	7/4/1998 1:08:00 PM
From: Satellite Mike	Read Replies (1) \| Respond to of 164684

Amazon does have some equity (according to the balance sheet I get from Zacks), about 19 million. B&N has about 600 million equity, Borders about 600 million. Vivus, which crashed from 45 to 5 (once Viagra hit the market) has equity of about 100 million. Its cap shrunk from 1.3 b to 150 m. Mary Meeker has to know that Amazon, whose best quarterly revenues are 87 m, has major competition on the horizon. The question people will ask friends is "Do you use the comparitive, price- checking book-searches? Bigger discounts and lower margins are coming on internet book sales. Mike