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

To: Glenn D. Rudolph who wrote (24896)	11/7/1998 10:26:00 AM
From: llamaphlegm	Respond to of 164684

Glenn: thanks for posting that cowen piece -- interesting (if wrong). someone email the poor guy who wrote all that and ask him if his paragraph about hte disintermediation of businesses making web-only businesses not viable as middlemen contradicts with his "buy amzn at any price" philosophy? and what is it that amzn does that is not replicable? and abc charles quick and dirty analysis might interest him as well. ok -- as for amzn's whining about david and goliath, i would recommend that everyone buy a real live WSJ from this past friday, and turn to pp W6-W7 (weekend section) where a full 2 pg. ad, which mimicks the charles schwab bar graph ad about the size of its internet business copared to others, says on one full page "selection is a good thig" on the other page is a bar graph with mall and book store music and book titles (26,000) with barnes and noble books + tower records cds titles (275,000) amzn.com books and cds (3 mm titles) and amzn's bar graph running thru the top of the page ... they'll get the attention of the big boys competitively and they'll look pretty silly trying to argue bfore doj about david and goliath -- the point about holiday returns is a big one ... except for net dweebs like us most people shop and return things in real stores ... holiday sales for amzn will be huge, but this will be the cresting of the tide