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


To: John O'Neill who wrote (26534)11/17/1998 11:08:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 164684
 
who needs AMZN if YHOO is singing up merchants and providing one stop shopping?

I don't have the answer one way or the other, but that's a very good question to ask if you're long or short AMZN.

As a *guess* (and a hope, since I am long AMZN), I think it's possible that people would rather shop at Amazon.com (for the products they sell), that to go to Yahoo where all vendors are present. I may be crazy. Any opinions?



To: John O'Neill who wrote (26534)11/18/1998 3:52:00 AM
From: Dwight E. Karlsen  Read Replies (2) | Respond to of 164684
 
How can AMZN compete with YHOO?? I must be missing something....who needs AMZN if YHOO is singing up merchants and providing one stop shopping?

Don't forget AOL, who has been the bonafide pioneer of e-tail commerce. Anyone who has used AOL for more than 5 minutes can see that, as you are barraged with advertising for products.

But you see, it doesn't matter. Dorothy, the Tinman, and Scarecrow are all off to see the Wizard together....walking blithely down the yellow brick road, which shines from internet gold.

Dorothy is AOL...warm, interesting and intriguing (content rich).
Yahoo is the Tinman. No heart, with a skin of metal. (fast, uncluttered, efficient site).
Amazon is Scarecrow...scaring the bejeebers out of the short-sellers <ggg> for now anyway...but sooner or later the onlookers will realize that Scarecrow doesn't have the stuff to keep aggressive competitors from swooping in and pecking at the farmer's (Bezos') seeds.