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

To: Bill Harmond who wrote (18899)	9/28/1998 10:53:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

How is Amazon's online share going to get cut in half if B&N and Borders Online are growing slower than Amazon? William, Amazon now has the slowest growth rate. Projection even Mary Meeker's is only 10% sequential this quarter. Barnes and Nobles is 50%. I do not know the sequential projection of Borders. Barnes and Noble is growing 5 times faster than AMZN. Glenn

To: Bill Harmond who wrote (18899)	9/28/1998 10:57:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

Wrong! How do you figure B&N and Borders are growing slower than AMZN? B&N grew faster last quarter and they said a large amount of growth occured toward the tail end of the quarter - after they fielded a better site and initiated the associates program. I suspect that robust growth has helped them come to the decision to take BOOK (new symbol) public. I can't say what Borders is doing - they are much less of a factor. Forget Borders, Bertelsmann will be the toughest competitor of all. If Bertelsmann wants to gain market share all they need to do is start a price war: "why buy books from a mere retailer when you can buy them direct from the world's largest publisher? Cut out the middle-man. Join the Doubleday internet book club and buy books at 15%-30% off Amazon's price."