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

To: Glenn D. Rudolph who wrote (36382)	1/24/1999 4:34:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>>Did you ever go to the Amazon web site?<< No!, but my girl friend did but, that was under her e-mail address.Not mine. Trust me on that.

To: Glenn D. Rudolph who wrote (36382)	1/24/1999 7:52:00 PM
From: Glenn D. Rudolph	Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 19 went from the top 1% to top .5% in median family income. Settling in for a cold winter's night dinner in rural western New Jersey last weekend, we met a gentleman who sells power equipment, Honda generators, snowblowers, etc, in Port Murray, NJ. Seems his years-long fiddling with computers has really paid off; after putting up a Web site (www.mayberrys.com) touting his wares about a year ago, what was once a local, staid, basically subsistence business has sky-rocketed. He's now stockpiling generators in a leased warehouse because he has such visibility of demand via his new sales channel, is selling units across the world, and of course business has never been stronger E-business, indeed. 1999 Is Shaping Up To Be A B2B Year Much of the grist for The Internet Capitalist to date has been, so far, focused on consumers. In 1999, however, we think the Street will start to shift its attention slowly away from consumer-focused Internet plays toward business-focused Internet plays. We recognize we're not the first to suggest that B2B is a big thing; many of us have understood it to be a significant trend in the way in which corporations operate for the better part of a full year. That said, many B2B prognosticators have gotten the timing all wrong, and had predicted substantive changes (and shareholder value gains) in 1998. Below we lay out the underlying economic case for B2B and discuss what we think will be the catalysts for real spending (and thus shareholder value) growth in 1999. Of the many investment trends percolating in the Internet space, perhaps none has suffered more from lack of definition than business-to-business electronic commerce. Call it what you want, but Internet-based electronic commerce goes well beyond selling retail goods to consumers over the Web, an activity that entranced both investors and consumers this past holiday season. The prospect of large businesses forging tighter links with upstream suppliers, of entirely eliminating paper-based purchasing, or of forming new channels, markets, and products for new customers has put the idea of B2B e-commerce on every MIS manager's to-do list, right behind, for now, ERP implementations and Y2K projects. Thanks to the Internet, the traditional operational boundaries between companies have become entirely fluid. Where once companies defined internal processes (that set of activities that they complete in order to deliver their particular good or service) as those that stopped at their four walls, now those processes extend out into those of their partners, suppliers, and even their customers. A company that fully embraces the concept of opening up internal business systems to key outside constituents can be thought of as a “virtual corporation”, an idea embodied in IBM's ads for e-businesses. For its part, the Internet has catalyzed major changes in the way corporations deploy their IT assets generally, but those changes have been mostly focused on internal business process benefits, for instance in reducing the total cost of employee collaboration (via an intranet). We believe an even larger opportunity exists in connecting corporate data and business processes with that of partners, suppliers, and customers, and thereby conducting electronic commerce seamlessly and automatically through Internet-enabled or Internet-specific applications. We believe the use of these kinds of applications will initiate substantial changes in the very manner in which corporations operate their business and deploy their capital. In an increasingly competitive world, companies need to form and strengthen relationships in