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

To: Andeveron who wrote (11380)	7/22/1998 9:08:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 164684

Your post is uninformed speculation. Amazon CEO Bezo stated that in response to Goldman Sach's questions that Amazon.com was not likely to go after product areas outside of it's core of experience. Questioned further, Bezo said that ". . we will leverage our existing products and expand books, music and video products."

To: Andeveron who wrote (11380)	7/22/1998 9:14:00 PM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

Look: You want to buy amzn, go ahead. I must confess however, that your cognitive prism is a wee bit skewed imho. Did you hear ANYTHING amzn's ceo and cfo said. Re-read rob s's post. Higher acquisition cost, slowing growth rate, greater than anticipated competition in the book industry, music brutal and lower margin than books (they're going to lose MORE money competing in music -- i didn't know that was possible). Before you go off on how bks will never go into other commodity, I think that you should consider a few points. 1. that's not true. Read the Bus Week cover story on bks and you'll see what he says. 2. that's currently untrue. Pop quiz: Which company amzn or bks has recently signed an agreement for marketing software? A. BKS. Go check company press releases. 3. Assume you're right and bks never enters another industry. SO WHAT? Look at amzn's competitive position today in an industry where they had a 1-2 year head start in on line sales. Higher acquisition costs, slowing growth, and bezos was basically relieved in that he could say "we've even had a few music only purchases." Does this sound like a company which has a brand name in the non-existent market of selling anything on line? No. AMZN has a great brand name in selling books on line. That's really it. Everything is an extension and they're already having execution problems. Bus fires and spreading management too thin. This is before all of their grandiose diversification plans. Oh, if and when amzn finds the cash, the management and the time to enter every other market, do you suppose that all the other etailers and retailers who also have an etail presence will have waited passively in the meantime and simply cede market share to amzn? (why is it that bulls assume that traditional retailers are precluded from selling on line?) What is it about the advantages you site for amzn (float, inventory etc etc) that is not replicable by valueamerica, a yahoo shop bot, or numerous other sites? More importantly, what is it about ANY etailer on line that is necessary, cut out the middlemen (all of them or most of them) and do the majority of your online business with suppliers and isps. I apologize for the strident tone, but i've had to suffer from my first post from bateman (oh, how i wish it would just slither back to its swamp and find the ooze from under the rock which had the pleasure of being called bateman's first home), and well, it's not everyday that you get a post from the man the center for disease control wants to use on its posters warning about the dangers of fetal anomolies in crack babies ... LP