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

To: Mark Fowler who wrote (35072)	1/15/1999 1:08:00 PM
From: dennis michael patterson	Read Replies (3) \| Respond to of 164684

mark, AJ Cohen in her San Jose speech just said that the usual criteria for valuaing path-breaking technologies like the net and net companies are not as appropriate as market share and other measures of market dominance. Hmm. Can you tell me why HERE is the place you decided to buy Yhoo.? TIA

To: Mark Fowler who wrote (35072)	1/15/1999 1:23:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Mark>>Bought Yhoo at 306<< I knew you'd be back. Are you seeing more meat on Yhoo's bone? Bought Mktw @ 98 out at 120. Bought dbcc @ 24. Plan on holding it for a while.

To: Mark Fowler who wrote (35072)	1/16/1999 4:38:00 PM
From: larry oertel	Respond to of 164684

Why AMZN may NEVER make a profit: Buy.com I agree with the longs who say that AMZN must go into AMZN branded products to make margins. The question is what? AMZN coffee mugs? The problem is AMZN is not a manufacturer nor a product development company with artists and engineers toiling away in some think tank. It is a middleman, plain and simple. The Net KILLS middlemen. Take a look at Buy.com's strategy to take over Web retailing. The margins may be low but they will survive and may prevent AMZN from ever making a penny. Fortune has a nice article on Buy.com here. Any comments Longs? Please don't give me the "branding" line. No one heard of AMZN 2 years ago, so don't count out Buy.com. Quote from article "At this pace Blum believes Buy.com can break Compaq's first-year sales record of $111 million, making it the fastest-growing company in U.S. history.". I have a feeling we will be hearing a lot more from this AMZN killer. pathfinder.com