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

To: OtherChap who wrote (24806)	11/6/1998 6:21:00 PM
From: OtherChap	Read Replies (2) \| Respond to of 164684

Interesting logic- weird but still makes sense to me.. ******* I am going to tell you how Barnes and Noble will CRUSH Amazon.com....read carefully: BKS just bought Ingram which is the largest book supplier in the country and the primary book supplier to Amazon.com......can they charge AMZN more for books and themselves(BKS) less? No, that would be illegal....but, wait a minute! BKS can charge MORE to AMZN and MORE to themselves....the same price hike acoss the board! Of course this will strain both AMZN and BKS, but, wait a minute! BKS owns INGRAM, so even if they have to pay more for their books the money still STAYS IN HOUSE in the newly owned susidiary, INGRAM....whatever BKS loses, INGRAM makes....HOWEVER, Amazon will lose yet more money from the higher costs, and BKS will be the net beneficiary in both increased profits from the Ingram sales to AMZN, and by eliminating AMZN's price competitiveness....

To: OtherChap who wrote (24806)	11/7/1998 1:23:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

With $6 billion in market cap, why did'nt Amazon.com buy Ingram? Surely the investors would have welcomed the move toward more "bricks and mortar". Amazon's early success was in a relative vacuum. Now competition should be allowed to develop along logical lines. Tell that to the FTC - we want free, cost competitive markets to develop, not ones constrained by an Amazon love fest. They can buy their books from Ingram or develop their own distribution networks and publishing empire. If that costs a lot, so be it, Ingram, B & N and others have had to foot the cost of that development in open competition and Amazon should not be a protected darling cow. --------- Time for bulls to buy more Amazongonenutty.com stock: Go Amazon.com!!! Upward to 133!!! Go, Go, Go, rip 'em up, tear 'em up, higher, higher!!! } ; - )