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

To: OtherChap who wrote (27949)	11/24/1998 1:26:00 AM
From: Satellite Mike	Read Replies (1) \| Respond to of 164684

Do stock market analysts read balance sheets or are they barred from looking at that information?

To: OtherChap who wrote (27949)	11/24/1998 1:28:00 AM
From: Gary Walker	Read Replies (2) \| Respond to of 164684

The Barnes and Noble Connection.....add Borders along the way... At least the analysts covering the segments are consistent. The interpretation may be that they don't think CD, Software, or Books require brick and mortar. It's unnecessary overhead and therefore they've bought the AMZN, EGG, concept hook line and sinker. I guess that if they support both sides they would be accused of walking on both sides of the street. Based on the way cash is flowing out of the brick and mortar stocks and into these internet stocks, it appears many people feel the same. If you are a brick an mortar company you'll go out of business trying to sell products at the same prices as the e-com people. I see a middle of the road scenario; part internet part brick and mortar. A certain segment of the population has little interest in the internet. Those same people won't shop by catalog. Anyone who shops by catalog, has a computer, and a credit card can shop on line. If they have none of the above they need brick and mortar. Perhaps the stores will become smaller. No doubt the Barnes and Nobles of the world must change their approach. E-commerce is a game changer for some of the companies. I just don't get how some of these e-commerce companies are going to remain in business. Someday we'll be reading about price collusion... gw