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

To: Bill Harmond who wrote (22894)	10/24/1998 8:33:00 PM
From: Glenn D. Rudolph	Respond to of 164685

>>You know my position<G> Did you read the Cowan section on why increasing returns matters? You have never addressed that principle that I can recall, and it is the central thesis to my investment. Thank you for the report. I wish you an open mind. William, I did read with interest the Cowan section on increasing returns. I tend to agree with the concept with portals and AOL. AMZN is not the same since the cost of goods sold becomes a large factor. I have nothing against your investment thesis. I believe it is accurate for certain types of internet firms. AMZN does not apply. I wish you an open mind too. I would like to share a personal experience in on-line shopping. I did find that having on-line store supplies available to be a very nice feature. The brick and mortar superstores that carry my store supplies seem to be located in the more heavily trafficked areas of town It is inconvenient to go there for store supplies.I made two purchase for two of my stores on-line from office Depot.com. Each order was a few thousand dollars. The point here is that the net will be successful for on-line business to business e-commerce. Typically we do not obtain supplies when we are completely out so a few days shipping does not matter. It just appears that the average retail purchase is much smaller and having it now is important. I was just trying to compare AMZN to CSCO or DELL. They are a lot different. Glenn