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

To: Tom Klempay who wrote (16506)	9/9/1998 4:01:00 PM
From: e. boolean	Read Replies (3) \| Respond to of 164684

Don't know about OC, Tom, but I read it carefully!;-) www4.zdnet.com >>If Harvard Business School hasn't prepared a case study of Amazon.com, trust me, it will. [we do, we do] Harvard, that venerable ivy-league institution of higher learning, is known for its thorough examinations of historic business successes: the Chrysler turnaround, for instance. And colossal failures -- like the Exxon Valdez mess.... [didn't zax post a picture of this??] As promised, this week I am back to explain why the company will continue to win, regardless of what happens with the stock market. Click for more. Regardless of competition. And regardless of loyalty-busting shopping bots -- technology that allows you to quickly compare one vendor's prices with another's. [and why the comet really will return for the true believers] First, it is important to understand Amazon.com's long-term potential. This company has the opportunity to become <>the ecommerce hub. Judging from recent acquisitions, the company is positioning itself to become such a superpower -- and has already made important inroads to that end. For instance, the name "Amazon.com" no longer stands only for "online bookstore." It is becoming synonymous with "ecommerce winner" -- despite the fact the company continues to lose money. [Bizzarro Economics 101] How can I be so sure this company is going to win long-term? Easy. I just examine its recent strategic alliances and see how well they map back to key strategies for its ongoing success.... If you are an Amazon.com regular you probably know about its one-click ordering feature -- one of the best examples of relationship marketing on the Web. (It "remembers" your preferences, your credit card number, your shipping address(es), and so on to really speed the check-out process.) But Amazon isn't stopping there. [privacy concerns? me no worry about them] It is taking steps to protect itself from shopping bots by purchasing them (and it will be able to block outside shopping agents easily down the road).... [it's also hot on the trail of a technique for herding cats] Of course, Amazon.com could manage to screw up its golden opportunity. For example, it could cave in to pressure from Wall Street to produce fast short-term gains at the expense of sticking to strategy. It could try to expand too quickly. Or it could lose focus. Or. well, you tell me. What other pitfalls do you see for Amazon.com? Use the TalkBack button below to send us a note. We'll post some of the best responses beneath this column.... >> [send contributions to Annette Needs Our Support, Not Our Scorn c/o zdnet.com]

To: Tom Klempay who wrote (16506)	9/10/1998 7:46:00 AM
From: Glenn D. Rudolph	Respond to of 164684

Regardless of the ridiculously high valuation this company has, they have done some things right (and done many things wrong, as has been pointed out here). Tom, I thank you for point me to the article. It was interesting indeed. I also enjoyed you pointing that she did not point out anything Amazon has done wrong. That was a good unbiased view on your end. There was a part in the article that was a false assumption. I would have to go back and locate the quote. She did assume for the time being, Amazon is the winner on the web. She is speculating that they will win long term so nothing wrong with that type of speculation. The first assumption which is now, is debatable by many. I bookmarked the site so when I can make time I may comment to her. Glenn