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

To: blankmind who wrote (29082)	12/6/1998 12:09:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 164684

Hi Blank, nice to see your post here. I think that - the "F/A evaluations" has never been an issue in Amzn's price movements. On-going Amzn's "fundamental discussions" come with the territory and will certainly be an important measurement in the "future". But currently it is a non-issue; it is dangerous to "let the F/A points of view" to influence one's decisions in trading Amzn for the "immediate" future. That's why I want out. I have 300 long/short shares, sold and bought back the 300 long shares twice during last week with about $10 gain per trip. I intended to closed the short vs closing the box. This is "just the way it is" not much reason to it. Only "come here" briefly during the "extremes" and leave a.s.a.p.

To: blankmind who wrote (29082)	12/6/1998 12:24:00 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

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. Blankmind, I real answer. I thank you from both LP and myself:-) I do have a question however, if AMZN is stealing business from "these companys," why did the same store sames for Barnes and Noblels superstores for the last six quarters increase every quarter? 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 Will not the majority of new populance to the web be more familiar with toys r us, Barnes and Noble, etc. and know they are not a fly by night firm? In fact, would not AMZN be considered more of a fly by night? Glenn PS I am just playing devils advocate now.

To: blankmind who wrote (29082)	12/6/1998 4:31:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Blankmind,<what you miss is that amzn is stealing the business from these companies,> The only thing so far that Amzn has stolen is Wal-Marts employees and alleged proprietary software. Dalzell the CIO that the 'Thing' stole from them just sold 10,000 shares @ approx $200ps. Thats a profit of $2,000,000.00 for a years work. Bet Wal-Mart wasn't paying him that much. Ps I'm sorry. Amzn has stolen some business away from B&N, and now they want it back. Even if they also have to give their books,tapes,cd's away for awhile. Problem is, they have VERY deep pockets and all Bezos has is stock, albeit currently at a very nice price.