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

To: Glenn D. Rudolph who wrote (12936)	8/8/1998 9:31:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 164684

My guess is that Bezos doesn't have in mind becoming a portal on the scale of Yahoo! Instead, the obvious thing to do is to offer more "stickiness" to the Amazon.com site by offering the PlanetAll messaging and datebook type features combined with Junglee's enhanced search bot capability. I think his aim is to provide more services and features to keep customers at the site longer. The kind of on-line datebook, address book & messaging services that PlanetAll has are an area of rapid change and shifting paterns of use. But there are lots of similar services out there and other areas of services that these two companies don't touch on. These services both fit into and compete with products and services offered by Microsoft, IBM, Yahoo!, and Netscape. So Amazon will find itself increasingly in competition with much better rounded and much deeper pocket competitors. I view these acquisitions as very interesting because from what I understand from a company that had a hand in the early development of Amazon's software that they were aware of the efforts a over two years ago. The development company could have helped Amazon to develop similar capabilities or assited them in the assimilation of one of the start-ups working on web bots. That would have been a much smoother and cheaper way to go. Now several companies have already developed user bases and usefull services and several more are in the wings. This could turn into some nice features for Amazon but they will not be alone. The fact that they did not have the "vision thing" to develop this capability themselves and now must pay such a stiff price for it doesn't say much for their highly misunderstood "technical superiority". As I have said before, Amazon.com has little in the way of superior technical capability that others can't go out and buy or develop cheaper. The bulls will now turn this frailty around and say, "See, Amazon.com is getting the state-of-the-art stuff." What they don't say is that the stuff they are getting is available from lots of other companies such as HotOffice, ICQ, Jango, etc., etc. Amazon.com's vision was off-mark and now they are paying the price for heading willy-nilly down the wrong path. Amazon's new theme song: "Sixty tons and what do ya' get? One day older and deeper in debt." - Keep on diggin Amazon. One of these years you may turn a small profit.

To: Glenn D. Rudolph who wrote (12936)	8/9/1998 1:03:00 PM
From: H James Morris	Read Replies (3) \| Respond to of 164684

Glen<The comments made by Bezos sounds like a smack in the face to the long investor. > I don't think there's been a long term investor here since Amzn got to $80 pre split. You and I are the best examples of that. Also please remember our Jamie friend over @ DJL, said when he started this 'Thing'."This 'Thing' is going to the moon, but we don't consider it to be a value play ". Do you remember my old post of " Never in the history of Wall Street has there been a stock that the will be given so much time to perform". That's why I haven't bought a put since.