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

To: Glenn D. Rudolph who wrote (29185)	12/7/1998 6:15:00 PM
From: marion (Hijacked)	Read Replies (1) \| Respond to of 164684

Redmond, Washington, Dec. 7 (Bloomberg) -- Microsoft Corp. and Barnes & Noble Inc. agreed to sell Barnes & Noble books and Microsoft's online products and services through their Web sites, a blow to No. 1 online book merchant Amazon.com Inc. The products will be sold through the barnesandnoble.com online bookstore, Microsoft's MSN network and WebTV Network, which links TV sets to the Internet, the companies said. Financial details weren't disclosed. Microsoft shares rose 6 3/16 to a record 133 9/16. Barnes & Noble rose 3 5/8 to 33 1/2. Amazon rose 2 1/2 to 191. Barnes & Noble, the largest U.S. bookseller, has been trying to blunt Amazon.com's revenue growth by competing on the Internet. Microsoft, the No.1 personal computer software maker, has been revamping its MSN network of Web sites to make it more attractive to PC users and to make money through online commerce. ''If you look at it as a way of locking up two of the potential top portals, yeah, it's a big deal'' for Barnes & Noble, said Melissa Bane, an analyst at the Yankee Group. Barnes and Noble also has an agreement with America Online Inc., the biggest online service. ''Only MSN and AOL connect with consumers. That makes a difference,'' Bane said. Alliance Under the Microsoft-Barnes & Noble agreement, Barnes & Noble will be the exclusive online bookseller on MSN Shopping. The pact also allows them to jointly expand globally, promoting each other's products and services outside the U.S. Both companies have been beefing up their overseas operations. The marketing and distribution agreement will last for ''multiple years,'' is open ended and has no expiration date, said Microsoft spokeswoman Delona Lang. Microsoft and Barnes & Noble will make payments to each other for a series of agreements covering various services, Lang said, declining to give the net result. ''The combination of our knowledge of books and related information with Microsoft's approach to streamlined content presentation is a win for consumers,'' said Carl Rosendorf, vice president of sales, marketing and business development for barnesandnoble.com.. Last month, Microsoft agreed to make Amazon its premier music merchant on MSN's Shopping Channel. 16:49:22 12/07/1998

To: Glenn D. Rudolph who wrote (29185)	12/7/1998 8:00:00 PM
From: Jay k.	Read Replies (2) \| Respond to of 164684

I do not believe my question was moronic. My question was to see if anyone on this thread had a clue as to how profitability may occur. Not one person, prior to you, even took a stab at the answer. You are correct! Now, how will margin's improve for AMZN? Are they going to emulate BKS? I'm trying to point out the bullish argument for AMZN and internet commerce or e-retail in general. Far as I can tell the the margin for these companys will be greater since they don't have the liability of Bricks & Mortar. Less personnel cost, no middle man to take cuts etc... Why is everyone losing money now in etail? they are not big enough when AMZN revenue goes to 2billion? like BKS then AMZN should have bigger margins since the cost of doing business is cheaper in the internet, no sales tax, no lease etc... If this reasonable argument of cheaper cost and greater margin for internet companies doesn't pan out this year then it'll happen 2 years from now if not then 5 years, maybe 10 years to be sure. You keep asking where is the margin? But the whole argument for internet commerce has been the margin and no sales tax. I wish you good luck in shorting this stock. I was just baiting you like bateman since there isn't enough longs baiting the shorts like so many other hyped stock. I think longs have gotten fat and lazy. should be easy slaughter in 1-5 years... I hate stocks that go up for NO REASON since it'll be hard to pin point when to go short or long. Only REASON I see is momentum, hype, revenue growth thats driving this stock and internet sector. But I'm a moron, I can't tell when the tide will turn. B/regards