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

To: H James Morris who wrote (10451)	7/15/1998 12:16:00 PM
From: Oeconomicus	Respond to of 164684

If he can be the major conduit in business to business, he will win big time. Sorry, Jim, but if this is his strategy, he has less chance of success than he has of making money only in books. Business-to-business e-commerce doesn't need Jeff Bezos to provide a conduit. It is already out there and way ahead of consumer e-tailing. Look at Dell. Look at companies like Insight Enterprises (NSIT). Big companies, especially those selling direct already like Dell, don't need a middleman to reach their business customers over the Web. Smaller companies or big ones now using middlemen to reach small and midsized business customers will continue to use middlemen like NSIT who already use the Web effectively. Furthermore, consumer products manufacturers of all sizes use the Web now to deal with the retailers they sell to, some of whom, like WalMart, then turn around and sell those products to the consumer over the Web. Where is it that AMZN is supposed to squeeze into the biz-to-biz selling process and add value? Bob

To: H James Morris who wrote (10451)	7/15/1998 12:55:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

True. Amazon's competitors are well ahead of them in doing biz-to-biz e-commerce. In fact, they have had inratanet programs going with some companies for a few years. What remains to be done is the continued expansion of that network and more universal acceptance. SET and other credit security arrangements makes biz e-commerce more standardized and the internet makes it economical. I think this is where Amazon's high ad profile approach doesn't hold much water. Businesses will go with the firms that service them best and which have a tract record and relationships. Go Amazonianuts.com!!! Rally to 130?!!!