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

To: zebraspot who wrote (9824)	7/10/1998 1:55:00 AM
From: Dwight E. Karlsen	Read Replies (1) \| Respond to of 164684

thanks..here's from Briefing.com, July 10th: "Just as we thought... Internet stocks surged off the open in response to Yahoo!'s (YHOO) extraordinarily bullish earnings report, only to end the day in negative territory... Makes it official... Near-term top is in place... Look for search engine stocks to lead the Internet group broadly lower over the next few weeks... Reasons why we expect additional weakness: Group ran too far too fast and is simply way overextended technically... Second, all the good news is out... Most of the stocks that were likely to split have already done so (announced) and we now have confirmation that the earnings growth is there... Just as Excite's earnings report marked the top of the last Internet surge, trader's will look back and see that Yahoo!'s report marked the top of the current move... Box builders rallied sharply higher for the second straight session... Market growing increasingly convinced that corner has been turned on the inventory front... Additionally, investors optimistic that Windows 98 driving faster than expected sales... Street also hoping that Japan's bank reform will mark the bottom of the Asian crisis... If ifs and buts were candy and nuts, wouldn't it be a Merry Christmas!... [Hey, maybe that will be Amazon.com's new slogan! -G-]. Unfortunately, nothing but hopes and anecdotal evidence to suggest that PC sales growth will reaccelerate in the second half of the year." briefing.com

To: zebraspot who wrote (9824)	7/10/1998 7:59:00 AM
From: llamaphlegm	Respond to of 164684

Zebra: Great article. Wonderful story and company. A few bearish points stick out. <<Bezos is noncommittal about affinity marketing. "We all want to experiment with it. The problem is priorities - our big priorities are expanding into new product areas, internationalization, continuing to build our brand name." >>> IE more massive spending on marketing, more diversification further straining management and capital resources, and internationalization leading to further warehouses and capex. <<But while Bezos makes all the expected noises about customers' privacy, buried away on the Web site is the "Amazon.com Bill of Rights," which notes: "We do not now sell or rent information about our customers. If you would like to make sure we never sell or rent information about you to third parties, just send a blank e-mail message to never@amazon.com." You don't have to opt in; you have to opt out. >>> Chilling. <<< Says Bezos: "If Publisher X gives us a better deal [on a new title] than Publisher Y, and we predict the customer is going to like both of these books equally but there's only a slot to show one, let's show the one where we will make more money." >>> I could not have more perfectly stated why on line retailers in books and music will be made irrelevant by shop bots.