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

To: Alomex who wrote (37225)	1/27/1999 4:39:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

<trying to create a legitimate business> and trading like a tulip.

To: Alomex who wrote (37225)	1/27/1999 4:45:00 PM
From: John Chen	Respond to of 164684

Alomex,re:"Legitimate business". That's the reality AMZN will SINK into. We have 2 formats of 'retailing', they'll meet each other when they cross and commands 2 different PE (1000's for the web-tailer) and (teens for the 'other-tailer'). Anything is possible!! Double standards always exist.

To: Alomex who wrote (37225)	1/27/1999 5:08:00 PM
From: Paul Merriwether	Respond to of 164684

<< think so too. Even if they are currently selling each item at a loss, there is always the possibility that they could hike prices, like AOL did a while ago. >> AOL has a franchise. AMZN imho does not and can not. A retailer w/o any way to distinguish its wares is ultimately forced to become a commodity business. If run in a lean/mean way it could eke out a profit but is unlikely to be anything spectacular. This is especially true in a medium such as the internet where the ability to comparison shop with a bot is already very easy and is likeliest to get easier. Therefore the player with the lowest price and maximum would/should win out in the end. Obviously inventory management, good MIS and cost controls is key here. The concept of a "brand name" in such an environment is very very suspect(jmho).