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To: Bill Harmond who wrote (17845)9/22/1998 3:36:00 PM
From: Glenn D. Rudolph  Respond to of 164687
 

Just-in-time is not in your assumptions. Also Amazon has nor reached critical mass with
buying leverage.


William,

You are correct; just in time is not in my assumptions. I doubt it applies to books. Critical mass will never be reached if they continue to have B&T and Ingrams inventory for them. I do not mean Amazon will not hav a lot of sales. I mean B&T and Ingrams can only go so low or they cannot make a profit.

eez...Yahoo is 1 1/2 off a record.

YAHOO can be a real winner down the road. The two busineses are so different. I feel Yahoo is a bit ahead of itself but given a choice, I would pick Yahoo long over Amazon any time.

Glenn