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

To: Rob S. who wrote (24866)	11/7/1998 1:23:00 AM
From: Randy Ellingson	Read Replies (2) \| Respond to of 164684

Rob- < I think their internet-only strategy makes them a more obvious and trusted choice for many netfolks> What Internet only strategy? Are you serious? Do you read what the company and analysts have said about Amazon's business and plans? I think not. I was referring to their internet-only sales. Do they have plans to build walk-in stores? I don't doubt that the logistics of fulfillment are currently costly and frustrating for Amazon. Why did Bezos issue today's statement if not because he fears the consequences of Barnes and Nobles strategy? Maybe he just had some free time on his hands and wanted to sound off to his investors. I would not make too much of Bezos' comments today; they simply acknowledge that he's paying attention to the situation. I wouldn't guess this news caught him by surprise, and I wouldn't guess that he's scared. Concerned of course, but likely working through a variety of scenarios that people on these boards haven't even considered. He's running a business, and being that it's one he apparently cares about a fair bit, he's probably got plans of his own. Even if the Ingram deal goes through, it'll be in their best interest to remain on good terms with Amazon; there's alot on the line for Ingram's growth as well. And at some point, if Ingram doesn't get it right, they potentially have a lot to lose. It does appear that B&N and Amazon have a vocal competition at the moment. It's surprising too that B&N would respond. I doubt either one is hurt by that; it's mostly entertainment. And it does reveal that the question exists within these companies: Just who is the Goliath here? Randy