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

To: Brent D. Beal who wrote (26978)	11/19/1998 6:32:00 PM
From: FloydP	Read Replies (1) \| Respond to of 164684

BUY.COM (a privately held Aliso Viejo, CA company with a 20% ownership stake by SOFTBANK) is really the company AMZN should be worried about in the future. They are already doing bigger revenues than AMZN in less than 1.5 years. See their full page ad in USA today from last Monday (technology section) and they are running TV ads such as the one they ran Monday night on the Denver/KC football game.

To: Brent D. Beal who wrote (26978)	11/19/1998 7:24:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Am I right that Amazon is doing about $150 million a quarter is sales and that barnesandnoble.com is doing about $20? Doesn't look like that much of a race to me. I agree. AMZN does not have a chance. BKS increased .com's repeat customer order from around 40% to 51%. This is large increase while Amazon's repeat rate was relatively flat. They became: the 38th overall site in terms of Traffic. The #3 shopping site. They got a #5 rating in terms of ease of use and technical responsiveness - metrics that Amazon.com was considered to be well in the lead on just months ago (Amazon's reputed "internet technology advantage"). Barnes~.com got a #1 rating from GIS Wizard. Barnes~.com now has 38,000 associates singed up - a large jump and growing rapidly compared to Amazon. Barnes~.com now has 4.6 million titles available in the system - 1.7 times that of Amazon.com. Barnes~.com is now the "largest internet bookseller in the world". Barnes~.com now has 750,000 titles available for same day shipment from stock - About 1.8 times what is available from Amazon.com. Barnes is cutting back o the number of book stores that will be built as it concentrates on refining operations and increasing overall profits. They will increase advertising and promotion of the Barnes~.com part of the business. Barnes will roll out two aggressive ad campaigns starting next week. This will inclue new TV, radio and magazine ads targeted toward increasing Barnes~.com business.