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


To: Rob S. who wrote (13153)8/10/1998 11:31:00 PM
From: Oeconomicus  Read Replies (3) | Respond to of 164684
 
Wouldn't it be crocodiles? Better yet, how about piranha - as in nibbling away at their profit margins, coming at them from every direction and eventually devouring them. Seems much more fitting than creatures that lash out at their prey, grabbing them and pulling them under water to drown them and then rip them to a few bite sized chunks to be swallowed whole. Both get the job done, but the shop bots coming at them in massive assaults, eating away at them in many, many small bites seem more like piranha while cutthroat competition from larger, more powerful players taking large, violent bites seems to fit the crocodile analogy.

And, besides those obvious aquatic threats, some of the more stagnant pools are infested with leaches and other parasites that suck out up to 15% of every order.

Nevertheles, though it is a big river, whenever their boat looks less than seaworthy, they just buy another boat and shout "Yahooo! This one will get us across!" Of course, with each swamped and broken down boat they abandon, they are farther from the opposite shore than when they bought it, but they keep telling the crew and those who financed all those boats "there are mountains of gold across this treacherous river and we will take you to it, though we can not tell you how for that is our secret and if we tell you, then others with swifter vessels will try to claim our gold - trust us for we have a plan."

Bob



To: Rob S. who wrote (13153)8/11/1998 6:57:00 AM
From: S.Pete  Read Replies (2) | Respond to of 164684
 
>>Soon Shop Bots will be on every portal site, many specialty
>>shopping service sites and many individual sites. The web will be
>>swamped with them. Come to think of it, much of the Amazon is a
>>swamp or jungle - Amazon.com may soon find itself up to its
>>eyeballs (increasing losses) in alligators (Shop Bots).

Just in case you forgot, AMZN bought Junglee - a company that
makes shopping bots. Its customers include yahoo travel,
hotbot, visa shopping guide by yahoo, gomarket, snap, lycos, more
than 550 employers, 80 merchants, and 40 portals,
to deliver more than 90,000 job listings and more than 15 million
items for purchase.

Bot success depends on many factors. These include the number of
merchants enrolled and the number of users of the bots. Take a look
at the top 20 websites to find which are Junglee clients. Now
pick Junglee's competitors and count their clients too. And then
tell me that the web will be swamped with sucessful bots.



To: Rob S. who wrote (13153)8/11/1998 8:00:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
Come to think of it, much of
the Amazon is a swamp or jungle - Amazon.com may soon find itself up to its eyeballs
(increasing losses) in alligators (Shop Bots).


Yes but will I still be in the game? I do not even see any analysts forcasting earnings for AMZN even as far out as 2001.

Glenn