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

To: UFGator93 who wrote (10595)	7/16/1998 11:25:00 AM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

Morning Damon, Checking both Amzn and Yhoo trading patterns so far this morning, 1. Very low volumes, 2. Prices dropped with "larger volume" sells, then little consolidations with smaller trades. Curren(minute by minute conclusions, in MHO), there is no buying pressure, there is some small selling pressure. Then checking the options activities for this morning, not many calls. The current July call holders(speculators) are thinking seriously about closing them with gains/losses...They are not sure if there are going to be some so-called greater fools/speculators who would show up to help them out financially before 3pm tomorrow... Guessing games here....if you own July calls/puts... Jan

To: UFGator93 who wrote (10595)	7/17/1998 7:19:00 AM
From: John May	Respond to of 164684

Damon, I think AMZN must GBF (get big fast) - considering their low price strategy, it's the only way they achieve profitability. In that sense, they have more to gain by large size than Yahoo! There was evidence that this is their strategy in the recent Forbes article. Bezos is quoted as saying, "There are huge economies of scale that don't exist to the same degree in physical retailing." With regard to your other comments, I have come to believe that the 3 pillars of retail are price, convenience and selection. Of the three, I believe convenience is the most important. It's why fast food mavens stress "location, location, location." Amazon's one click ordering would persuade me to buy there rather than save 50 cents somewhere else where I have to key in name, address, credit card info, etc. I've been once or twice to the search service that compares price. Amazon was either the lowest, or they were very close. They keep innovating with ideas like one-click ordering. Makes you think they're way ahead of the curve. By the way, I had an E-mail from Amazon this morning on four books related to a subject I'm particularly interested in. I have never ordered a book from them related to this subject. I have no idea how they knew of my interest. I don't think it's coincidence. I've never gotten E-mail from them out of the blue. Go figger!