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


To: Glenn D. Rudolph who wrote (36200)1/23/1999 11:57:00 AM
From: Lizzie Tudor  Read Replies (4) | Respond to of 164684
 
Glenn, I have studied Walmart - everyone actually in the "online" logistics automation business. (Which used to just be the logistics automation business). I did logistics automation at Dell - thats how I know the Piper research figures etc. Amazon is the furthest ahead, but, as you say it is a tough biz.

BTW my sources tell me Amzn is looking into the new/used college textbook arena... anybody know if thats a sizeable mkt?

BTW Id appreciate it if no one would post my webpage on these public threads again. Its a truly lame thing to do.



To: Glenn D. Rudolph who wrote (36200)1/23/1999 1:36:00 PM
From: Peter Greenhill  Read Replies (1) | Respond to of 164684
 
Glenn: You clearly are not very positive about AMZN's prospects. Some people on the main Dell thread subscribe to the view that Dell could be classified as an Internet stock due to the very large amount of computer retailing in does over the net. (I am not sure they would enjoy the sort of volatility we have seen in the Internets recently). It makes real money too. What are your views on this?
I don't own AMZN and never have done but I do own some DELL.

Cheers



To: Glenn D. Rudolph who wrote (36200)1/23/1999 1:37:00 PM
From: Peter Greenhill  Respond to of 164684
 
Glenn: You clearly are not very positive about AMZN's prospects. Some people on the main Dell thread subscribe to the view that Dell could be classified as an Internet stock due to the very large amount of computer retailing in does over the net. It makes real money too. What are your views on this?
I don't own AMZN and never have done but I do own some DELL.

Cheers