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

To: tonyt who wrote (29708)	12/12/1998 1:09:00 PM
From: scott	Respond to of 164684

Hi all! Cnet Radio had a guest from gomez.com who talked about their evaluation of internet booksellers. If you would like to listen you can find the interview by fastforwarding to 3 mins and 10 secs. Real Audio: news.com Windows Media: news.com

To: tonyt who wrote (29708)	12/12/1998 1:20:00 PM
From: llamaphlegm	Read Replies (3) \| Respond to of 164684

from barrons While he's not about to sell Coca-Cola or Gillette or AIG just because they're trading at lofty multiples, that doesn't mean he's jumping into Internet stocks any time soon. Poppenhagen and his team haven't been able to get comfortable with this sector's riskiness. They're a bit queasy about valuations because it's still impossible to figure out whether some of these newbies will be winners in three, much less five years. Poppenhagen says he is enamored of the high-fixed-cost, low- variable-cost business model, but he's still willing to stay on the sidelines for a while. One risk he doesn't think many analysts have factored in is logistical, especially for the online retailers like Amazon.com. He contends that they might not be able to get their merchandise out the door, on time, as demand really starts to swell.

To: tonyt who wrote (29708)	12/12/1998 2:19:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

>Amazon brings it to your door. Borders does not. The next 'on-line' service should be same day delivery. There is no reason why my local B&N can't deliver a book ordered on-line same day (they're only 15 minutes from me). Officedepot.com is doing that at no charge if you are within 25 miles of a store. Glenn