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To: Bill Harmond who wrote (14350)8/22/1998 4:15:00 PM
From: llamaphlegm  Respond to of 164684
 
It doesn't have anything to do with Amazon. E-commerce is a backfill to Internet
traffic growth.

William:

Whatever you're snorting, it's good and powerful stuff. I get it so the growth rate of 5 portals has nothing to do with Amazon's future growth rates or e commerce.

We'll just agree to disagree, then.

LP



To: Bill Harmond who wrote (14350)8/22/1998 4:21:00 PM
From: llamaphlegm  Read Replies (2) | Respond to of 164684
 
William:

You wrote:

<<<For someone like you who's an early adopter of the Internet, you should have a better
clue, and be better informed. Internet usage is exploding, from practically zero to nearly
50 million users in the US alone in four years. No other communication (or other)
technology has been adopted at this rate. None. Start by understanding the platform, its
growth rate, the high economic status of its user base, its convenience and security.

Then get very familiar with the leaders in Internet commerce ...like Yahoo, Excite,
Lycos, Dell, Amazon and others. Understand which ones are gaining territory in the land
grab, and at who's expense. Read what Wall Street says instead of dismissing it. That is
the most dangerous thing you shorts do. You seem more interested in conspiracy
theories.>>>

I posted an article which pointed out that the growth rates of page hits for the VERY companies you cited was dramatically slowing and which claimed that this was bad news for these companies stock prices.

You then replied:

<<<It doesn't have anything to do with Amazon. E-commerce is a backfill to Internet
traffic growth.>>>>

You win!!! I'm overwhelmed by the raw power of your argument.

LP

(This is for point scoring -- wink wink)