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

To: Tom Kearney who wrote (13388)	8/12/1998 7:34:00 PM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

Tom: I'm not trying to be rude, but your reply is annoying. If you want to discuss the content of those different articles, then great, we can do that. If you're simply trying to tell me that the stock has been going up, well, while I appreciate the tip, I've actually figured that one out already. If instead, you want to argue that the fact that a stock goes up, somehow means that it's business plan will be successful or that it's stock prices is grounded in anything like fundamental values, sized and segmented markets, or competitive advantages, then you're either a moron or a wishful thinker. LP

To: Tom Kearney who wrote (13388)	8/12/1998 7:52:00 PM
From: llamaphlegm	Respond to of 164684

From TMF FYI. LP Subject: Comparitive Valuations? Number: of 5853 Author: teamrep ÿÿÿno profile \| no interview Date: 8/11/98 10:22 PM (ET) An Article in today's Internet World paper version, not sure if it's on the net, has an interview with Lycos' CEO, Bob Davis and Tripods Bo Peabody. Lycos purchased Tripod for $58 million in February. It talks about the evolution of the web and e-commerce, etc. . . and mentions what Lycos and Tripod are doing to link up commercial business partners to the millions of Tripod and Lycos users. Tripod's business has been offering free web pages but they were not very good at forming relationships with strategic partners. That has changed since Lycos bouth them. Acording to Davis, they have forged about a dozen e-commerce relationships, including CDNow and Barnes & Noble. Here's where I found the interview got interesting: " . . .What I do with Lycos pages today - if you search for a particular term- I ask if you would like to search for personal home pages with that particular term. For the member it becomes a pretty nice combination, because we're providing not only home page building tools, but also a traffic source." Davis: " . . . Tripod had no commercial partnerships prior to the acquisition, and take a look today- there are about a dozen. Here's how it works; Create a home page on Tripo, and during the building process, we say, how would you like to create an order form from Barnes & Noble or CDNow or others? We have a set of tolls that create that for you, and puts that right there." "One of our partners (B & N) generates 50 percent of its affiliates through the relationship we have in place." IW: "How many members take advantage of these partnerships and realize their home page can be a store right from the get-go?" Peabody: "it's been bigger than we thought it would be. In the beginning , with CDnow, we just started marketing their Cosmic Credit program from the site with links. The uptake was very substantial. When we integrated a custom store builder into the site, which shows people with a click of a few buttons to add a CD store to their (free) page, the uptake was incredible." IW: "Can you give me a ball-park as to how many customers are doing this?" Peabody: "Thousands a week." -------- Hmmm . . . now we see the reason why Amazon bought up Junglee and PlanetAll and will put together a "community" based e-commerce effort. This must have them scared sick! With literally thousands of "associates" able to do business with numerous commission paying vendors at free web sites generated by free and easy to use tools the associates program at Amazon.con looks like childs play! Lycos/Tripod not only gives the associates free web pages in return for advertising privaleges, but their search engines stear customers their way. That way, if you have a hobby, avocation or any other interests or just know or are associated with a group of people (like a membership club, trade or professional organization, etc.) you can provide useful imformation at your site which contributes to Lycos/Tripod's community and helps the end user. Awsome leverage but just one example of the competition that is starting to do battle with Amazon

To: Tom Kearney who wrote (13388)	8/12/1998 9:07:00 PM
From: Oeconomicus	Respond to of 164684

Checkfree's revenue growth over the last 5 quarters has averaged well below 10% per qtr. and been negative at times. AMZNs number have been a little different. A little different? Now that's an understatement! Revenues are up what, a hundred percent a year or more? Something like that, right? And poor li'l ol' Checkfree has to settle for double digits... YET THEY ARE EXPECTED TO TURN A PROFIT IN 1999!!! WHEN WILL AMZN DO THAT??? EVER??? NOOOOOOO!!!!!! And, Tom, to paraphrase - JUST BECAUSE IT'S A TULIP, DOESN'T MEAN IT WILL EVER BLOOM!