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

To: ChinuSFO who wrote (34016)	1/10/1999 11:40:00 AM
From: MR. PANAMA (I am a PLAYER)	Respond to of 164684

Gravitation and Cosmology : Principles and Applications of the General Theory of Relativity by Steven Weinberg Our Price: $103.95 Just fer fun GRIM checks to see if AMZN has books he mastered as a young prodigy....cannot believe they have them....now checking books on Quarks and Galois Theory.... This is just AMAZING....One stop book shopping.......

To: ChinuSFO who wrote (34016)	1/10/1999 11:54:00 AM
From: Glenn D. Rudolph	Respond to of 164684

With AMZN opening up its third site in Nevada, the debate over whether AMZN is merely in e-tailing but rather in supply chain management is a closed issue. Glenn, I am at a loss to understand that a investor like yourself that has already realized the potential of the Internet via "the networkers and many other players", feel that "AMZN folds entirely" Chinmoy, Your point is well taken. My only real answer is that I stronly believe the internet is the best medium for information exchange ever in history. The internet has a huge future not just a good future. It is my opinion that the internet will not be a big player in retail sales at a profit and that is the category in which AMZN is playing. I will state I am a very strong believer in business to business e-tailing. I would go into a lot of detail but suffice it to say that business to business is typically a large order or sale. Retail is typically a much smaller sale. That is where fulfillment becomes the problem. Large order fulfillment is much less costly that small order fulfillment. I am not singling out AMZN as being "stupid." I do not see huge profits in retailing on the net. I do see profits in some categories. I hope I make myself clear as to where I am coming from on this. By the way, companys I have held long in this sector and some I still hold are: CSCO, COMS, ASND, AOL, YHOO, AMZN (for a very brief time), PAIR, USRX (prior to being bought by COMS), NN, NT, FORE, TLAP, MSFT, DELL, APPL, SUNW, CIEN, etc. My next play long is GCR which is an offshoot of this current growth due to the need for shipping boxes. Glenn

To: ChinuSFO who wrote (34016)	1/10/1999 11:54:00 AM
From: jach	Respond to of 164684

<He said, "I won't sell my Yahoo — that could be the next blue-chip, the next Microsoft." I remember telling him that I had not thought about it like that. I said I thought of Yahoo as a highflier. I meant it pejoratively. He looked me in the eye and said that's what everybody had told him about Microsoft. He missed it, but he wasn't going to miss the next one.> Yes, simple human nature; there were may be about a hundred others also before yhoo that he didn't miss that can be like msft (but not) and those no one talks about.