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

To: llamaphlegm who wrote (24010)	10/31/1998 5:35:00 PM
From: H James Morris	Respond to of 164684

llama< Keenan Vision, a San Francisco-based research firm, figures auctions quickly will play an integral role in the way people buy and sell things in cyberspace.> I don't have time to get into this right now.Please let me ask you (not on the above subject)? Do you really believe these research firms? Personally, I think that most of them have their heads up their ass. The ABC research company reported that baby boomers would never have children because it would cut into their disposable income. Fact! Bull Shit. Trust me on that.

To: llamaphlegm who wrote (24010)	10/31/1998 9:49:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

compile your book, cd, whatever list and submit it to your msn, yahoo, seek, aol, nscp whatever shopping agent which will submit the list to a bunch of merchants who will instantaneouly bid on the order or more simply and as currently exists, just spit out the different merchants and their prices ... No llamaphlegm -- this doesn't work as an argument against Amazon.com, IMHO. Imagine the details, the time it will take to filter, the multiple merchants for several items, the time cost of compilation, the hesitancy to trust just any merchant with your order (hassles have a time cost too)... Randy

To: llamaphlegm who wrote (24010)	11/1/1998 8:08:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

lla, this is a classic example of industry analysts having their view so screwed up that aren't worth anything. sure, cost structures may be lower on the net. micron tech's cost structure is much lower than in 1995, yet they lose $100s of millions now instead of minting $100s of millions. it isn't the cost structure, stupid analysts,it is macro supply and demand. what impacts macro supply? nothing more so than outrageous valuations. look what happened to micron. they were supposed to earn $17 a few years back. instead, their stock traded at $17 - down from $95! ;-) why? they were minting money and their stock was richly priced. on the net, one need not mint money to be richly valued ;-) however, everyone and their uncle will be on the net in two years, as they are making plans to get in on the good times right now, and the supply of offerings will smother the new demand, imho. well, maybe not smother it b/c demand is growing rapidly. however, it will greatly reduce the profits that these companies will bring home as they will be forced to compete on price. where is amzn's cost reduction? is raising the book price the only way for them to make money? of course, that, in and of itself, will reduce demand... anyway, not wanting to interrupt alice in wonderland too much. amzn trades with the market. it has an explosive alpha...