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

To: Rob S. who wrote (10700)	7/17/1998 1:26:00 PM
From: Alomex	Read Replies (1) \| Respond to of 164684

Almost from day one I said that AMZN would be forced into vertical integration. This often happens when the margins are low and the competition is fierce. Also, AMZN is not very different from QVC or L.L.Bean. If you want rough estimates of their potential market, those should give them to you. There's nothing particularly revolutionary about ordering something from a web page instead of a printed catalogue.

To: Rob S. who wrote (10700)	7/17/1998 2:42:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I consider some of the business models and assumptions of these companies are seriously flawed and motivated by the parties that will benefit most - the venture capitalists and large stockholders. Once some of the glimmer wears thin, Amazon will come down. That sums up my premise completely. Glenn

To: Rob S. who wrote (10700)	7/17/1998 3:26:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

RS<Once some of the glimmer wears thin,> May I correct you. Once the glimmer or glamor of a concept wears thin ,we should see a correction. The last time America had a concept, it was the hula-hoop. America believed it would just keep going & going. When I went to engineering school, I was so infatuated with ~, that I spent too long, trying to invent perpetual motion. Would you believe that even to this day, some con-men are still trying to sell it?