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

To: llamaphlegm who wrote (29076)	12/6/1998 8:31:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Ok william, ok you do challenge glenn. William did not challenge me. He simply walked away. That is understandable since William is neither long nor short and has not made a bullish comment recently. dumb bear question of the day? if this is the least competition amzn will ever face duting the holiday season (when 50% of sales occur) and all the publicity it has gotten has caught the attnetion of every retailer from walmart to borders to tower records, to aol, msn and yahoo -- what do you expect will happen to amzn's growth rate next year when all these deep pocketed competitors who have positive free cash flow (redundant i guess) have 3-12 months to mimick every worth mimicking from amazon's features and improve/innovate, when they have their marketing budgets more geared to the web,when customers who have walked into the real world stores all walk out with coupons for 3 for $1 and the web site printed on their bags, bookmarks etc??? LP, I suspect you do not get a reasonable answer. Glenn

To: llamaphlegm who wrote (29076)	12/6/1998 11:41:00 AM
From: blankmind	Read Replies (4) \| Respond to of 164684

dumb bear question of the day? if this is the least competition amzn will ever face duting the holiday season (when 50% of sales occur) and all the publicity it has gotten has caught the attnetion of every retailer from walmart to borders to tower records, to aol, msn and yahoo -- what do you expect will happen to amzn's growth rate next year when all these deep pocketed competitors who have positive free cash flow (redundant i guess) have 3-12 months to mimick every worth mimicking from amazon's features and improve/innovate, when they have their marketing budgets more geared to the web,when customers who have walked into the real world stores all walk out with coupons for 3 for $1 and the web site printed on their bags, bookmarks etc??? - llamaphlegm what you miss is that amzn is stealing the business from these companies, and as amzn continues to expand into new areas, it will steal business in those areas also. so if books do not expand as quickly, videos and toys will more than offset slower book growth if it should ever occur. yes others will try to imitate amzn, but the majority of the populance will continue to shop online at the brandname site where they feel more comfortable knowing 1. amzn is no fly by nite setup 2. less/no worry about credit card fraud walmart and other brick and mortar retailers can not setup a significant web presence, if they do they will be treated harshly, seek bks. mortar retailers are seen as eating there own instore biz if they push any sort of web biz. they are not competition.