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

To: H James Morris who wrote (17569)	9/18/1998 7:18:00 PM
From: llamaphlegm	Respond to of 164684

From TMF: Did anyone else notice this from Wed WSJ "Addenda" section p. C5, east coast edition -- Bertelsmann Online Names Ogilvy One Bertelsmann Online in New York, a unit of Bertelsmann A.G., said yesterday that it had named Ogilvy One Worldwide in New York as the first agency to handle advertising for BOL.com, its on-line bookselling venture. Though bilings were not disclosed, Advertising Age estimate them at $30 million."

To: H James Morris who wrote (17569)	9/18/1998 8:46:00 PM
From: Glenn D. Rudolph	Respond to of 164684

In a few years when Bezos needs more money, will they lend it to him because of his relationships? Or his balance sheet? You seem to think, it's the former. James, I was lost on the relationship statement Bezos made. I still do not know how that would make AMZN profitable. It only serves for him to maintain a high stock price and float junk bonds. Glenn

To: H James Morris who wrote (17569)	9/18/1998 11:07:00 PM
From: Tom D	Read Replies (5) \| Respond to of 164684

......<<<when Bezos needs more money, will they lend it to him because of his relationships? Or his balance sheet? You seem to think, it's the former.>>> Well, all I am doing is wondering if the bears are giving sufficient weight to the relationships. Eventually AMZN must generate profits. But before that will happen we will have several years of a war of attrition which will demoralize and/or destroy AMZN's competition. If it does not destroy AMZN first. Its like the posting on this thread this morning.....Some analyst was bashing BKS because they were choosing to compete in the low-margin online bookselling market....and an AMZN bear was mocking the analyst. Here's a question for the bears..... Who wants to compete with AMZN? Why would they want to? AMZN is ruining the online book and music markets for everybody, and gobbling up market share in the process. The complaints about AMZN losing money are legion on this thread. But every difficulty that AMZN faces is usually even worse for AMZN's competitors. It is the relationships which make it possible for AMZN to raise enough money to weather the next few unprofitable years. People are willing to loan AMZN money and to buy and hold their stock because they think AMZN has enough connections to be a long-term survivor. Best Regards, Tom