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

To: Bill Harmond who wrote (19844)	10/3/1998 6:22:00 PM
From: OtherChap	Read Replies (3) \| Respond to of 164684

* Microsoft strangled Netscape by zeroing-out its market. That's what set Netscape back. That's what the DOJ suit is all about. I hate to be blunt, but please get a clue. There are no parallels between the defensability of Yahoo's market position now and Netscape's position then. None. Zero. Your attempt to make a parallel between the two shows total misunderstanding of the two companies models. ** William, perhaps you have your head in the sand? Did you see a couple days ago where microsoft launched it's own search engine in something like 17 countries? have you tried "search.msn.com" for example? their search engine is getting REALLY good.. And you know it's the default "search" button on IE- which now has over 50 percent of marketshare if you include AOL users. Looks like Yahoo's business model could be zero'd out. And then we come to Amazon. A low margin bookseller who has a website, 600 employees, and a market cap of 9 billion. Everyone thinks they are the best internet company ever (oops, just like netscape) and most people are surprised when you tell them they've never earned a profit. Lets see- Bertelsmen is the "microsoft" and they're blazing in from Germany, they just bought 100 high end servers and DUMPED 1 million shares of America Online the other day. Amazon is a middleman- bertelsman actually publishes the books. And dont forget barnes and noble, with very very deep pockets (and no 300 million of junk bond debt coming due in a few years).. Amazon has already said they expect their marketshare to decline, and it HAS, from around 90 percent 6 months ago to 60 percent today. William, you really do believe that "what goes up, must always go up" don't you? Just like you didn't answer the netscape question (your response was basically 'yeah, but it'll never happen to yahoo or amazon') I don't expect you to answer this message either, unless its a personal attack or something.

To: Bill Harmond who wrote (19844)	10/3/1998 10:44:00 PM
From: llamaphlegm	Read Replies (2) \| Respond to of 164684

William: Weren't you going to take your ball and go home a week or so ago? I'm truly glad that you did not. I am not, however, glad that the tone of your posts has grown ever more obnoxious. William, you may just be brilliant and smarter than all of us. Gosh, you made a gazillion trading NSCP and AMZN. Or you could be a moron, who just happened to luck out and go long a bunch of hyped up stocks at the top of the greatest bull run in history, when investors who don't know their dcf from their stochastics can hop on line or pick up the phone and buy a stock. In other words, we have no way of knowing if you're Warren Buffet or simply forutnate that many greater fools than yourself invest in stocks -- fwiw, i's guess that the truth is comfortably in the middle -- but for god sakes, man, cut the sanctimonious sermons and the arrogant tone (as well as the frivolous regurgitation of your kids' SAT vocab list -- see i can do it too) ... just because a stock has gone up does not mean that you have any proof as to it's future performance as a stock or company ... so chill out, and admit that like everyone else on this board -- you haven't a friggin clue. lp