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

To: H James Morris who wrote (21799)	10/15/1998 9:23:00 PM
From: llamaphlegm	Respond to of 164684

HJM and Glen: Some gems from TMF -- on this, but on precious little else, you can trust me 8-} It answers some of my distribution questions. But as expected/predicted, it adds plenty of bricks and mortar. I think it is obvious that the fixed costs will be a higher percentage of sales in Europe than in the US for the forseeable future. Plenty of hefty (The social state and it's inherant worker costs are alive and well in both locals) fullfillment costs to be thrown into marketing expense as well. Fixed costs plus the direct variable fullfillment expenses on top of true marketing costs should prove to be a hefty drag on head office until they see significant sales growth overseas. I'm beginning to understand the enormous increases in loss expectations that we've gotten from analysts over the previous months. posted on the BKS message board..by Kaedar <<. As of November 1st all Barnes and Noble superstores will be able to order books for its customers and shipped to the door through B & N.com. The exposure during the christmas season will be unbeatable. This will have a direct impact on Amazon.com.>> Yes, the Killer "B"s will their "edge" in having so many "bricks and mortar" locations to sell "special order" books via the internet. "I'm sorry we don't have that book in stock but I will be happy to get the book from our internet source and delivered to your door - no need to go home and click on AMZN" - maybe 10 times a day multiplied by 2000 stores...the human (cost-free) banner! A well intended piece of research that comes to some interesting conclusions... ---------- from Bloomberg... Fast-moving networks and advanced communications will set the standard for the 21st century's economy, ''for the good of business,' said Kevin Kelly, author of ''New Rules for the New Economy.' In his new book (Viking, $19.95), Kelly, executive editor of Wired magazine in San Francisco, says information will make people smarter, better-informed and more able to compete because they'll be sharing information. In turn, companies like Amazon.com Inc. that record what their customers want are beacons of future successes, he told the Bloomberg Forum. ''The currency of the information economy is the relationship' that a bookseller like Amazon.com has with customers because it tracks their purchases and then reommends new ones based on preferences, he said. ''Amazon.com says 'We know about you,' ' said Kelly, 46, who says he's loyal to the online bookseller because it's established a close ''relationship' with him. ---------- BTW, Bert has compiled more intensive data for a much longer period of time on it's 35 MILLION music and book club members. Just thought I'd put things in perspective, as some people out there are outright delusional IMO. John PS Anyone know who owns Viking?