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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Gil Gilbertson who wrote (16806)	1/9/1999 1:16:00 PM
From: Mark L.	Respond to of 18691

I don't underestimate the power of Wal-Mart. And, margins are already rotten on Web e-commerce. However, just because Wal-Mart enters the fray doesn't mean the game is over. A brand name outside the Web does not automatically confer Web acceptance. If it did, then Barnes and Noble would be doing more business on-line than Amazon, and Disney would be calling its new portal Disney.com or ABCportal.com instead of Go.com.

To: Gil Gilbertson who wrote (16806)	1/9/1999 7:00:00 PM
From: Shoe	Read Replies (2) \| Respond to of 18691

Walmart is online, of course, and offering 45% off bestsellers wal-mart.com How long will it be before the computer user can read the review at Amazon, and then just tell the computer (using normal speech, not a series of mouse clicks and keyboard entries), "find me the best price on this book and buy it"? Of course, there is already www.acses.com, but it is relatively unknown and a bit more time-consuming than just using a single vendor's site. -- Shoe (short AMZN)