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

To: Billsig who wrote (11722)	7/25/1998 4:55:00 PM
From: Floyd D. Schneider	Respond to of 164684

DEAR FREINDS AN ENEMIES OF AMAZON.FOOL Amazon is aggregating customers, preparing to try to become the Wal-Mart of the World Wide Web. Ref. David Garner ========================================================== Its this statement by the FOOL David Garner made the stock scream higher. Walmart of the Worlds. The fool called it Walmazon.com. The stock doubles on the news. The Motley Fools cheared and cried out Hooray, Hooray Amazon wants to be the Walmart of the net. They will sell everything from Shampoo to bubble Gum. Then came this artical from CBS market Watch. Yet Volpe Browns Williams says Amazon 's not trying to become the Walmart of the web, but will expand carefully in selected markets. " Wal-Mart has a limited selection of nearly every product" Amazon hopes to have enormous selections in few categories. Seems that David Garner was a little off in his hype of Amazon. Based on this news Amazon is "FAIRLY VALUED" and the projected growth that David Garner was talking about in the Walmazon artical isn't going to happen at all. Now I know that the FOOLS gaurd will try to make up something like this is not the relevant, but at Fridays closing price of 124 1/4 this stock should be sold on the open. The stock formed a double top when it hit $147 per share. This stock is going to drop so fast it will make your eyes POP out. I know comments will come out like " He's just a short seller, what does he know" or the stock is up 1200% how much did you lose?" The facts are I bought puts in the stock when it was at about $142 per share. I never had puts before this or shorted the stock in the past. As far as I was concerned it was up 0% when I purchased my puts at the time. I do feel I will make a killing since Amazon intends NOT to be the Wal-Mart of the net and is about to be creamed. Look at the tape and it tells the story. Institutions were heavy sellers the last two trading days. The momentum players have left to find another game to play. DLJ did just come out with that reiterated "buy" recomendation but they were one of companies that brough the company public. DLJ just restricted the stock and will not allow any of their clients to buy on margin. This is because they know there is a rather good chance of the stock crashing and doesn't want to go after clients for huge margin loses. When the stock does go to $90 the margin calls will come for the Fools that though Amazon was going to a 8 billion market cap. The current 6 billion market cap is twice the size of Barnes and Noble and Borders combined. This makes me think of one more brick and mortar thought. The CEO of Amazon did say that future growth would decline in the future and was fearful of competition from Barnes and Noble. I guess the reason for this was the fact that Barnes and Noble plans to spend zillions of dollars in marketing to gain market share. Thats about it. Have a nice Day. Floyd

To: Billsig who wrote (11722)	7/25/1998 5:29:00 PM
From: llamaphlegm	Read Replies (2) \| Respond to of 164684

<<<<Once people are hooked it's going to be difficult to change their behavior i don't care how many dollars cheaper others are. They have huge lead.>>>> Sort of like NSCP Navigator and MSN Explorer%-} LP HJM: I've been swamped. If GR didn't send you the 2-3 docs he got from me, let one of us know and i'll send if need be. Apologies.

To: Billsig who wrote (11722)	7/25/1998 6:43:00 PM
From: Rob S.	Respond to of 164684

They are not selling their own product like Coke or Honda. The brand recognition they are "buying" is not even as unique and stable as Famous Amos Cookies. Amazon.com sells only other peoples generic products. They are creating a brand name for their web experience only. I'm sorry, I just do not buy into that fantasy. When I want a pleasant experience, I look for entertainment. When I want to buy someting, I look for a good site to navigate, good prices and good selection and delivery. That's it. I don't LOVE any vendor to the exclusion of others. Please, let's revisit this same argument in six and twelve month periods from now. If I am shown to be wrong after twelve months, I will buy you a nice lunch next time you are in Seattle.

To: Billsig who wrote (11722)	7/25/1998 7:07:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Why is Tide the leading brand when no-frills brands are 40% cheaper. What about Clorox, you can go on for ever with this. William, This topic has been virtually slughtered here. Tide and Clorox is a brand. People believe they are a better product than a competing one. Do they care what store they buy them at? Nope! Books are commodities not brands. Amazon is a "store" not a brand. I feel like screaming ever time I hear Amazon is building a brand. At best, they are building awareness that is costing them a lot of money. Consumers are not store loyal although are brand loyal. That is a proven fact. Glenn