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

To: Lizzie Tudor who wrote (37712)	1/30/1999 6:02:00 PM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

michelle you seem new here ... glenn rudolph who works in retail and numerous others have already beaten this horse to death ...amzn's "inventory advantage" aka "positive carry financing" is a myth ... in any case i suspect that amnzn's massive acquisition plans are related more to hubris of becoming the "walmart of the web" than to books-music-video- software ... this should be an interesting year

To: Lizzie Tudor who wrote (37712)	1/30/1999 8:06:00 PM
From: Skeeter Bug	Respond to of 164684

michelle, you thoughts seem to assume that there will be one winner and one loser between amzn and bn. ding, ding, ding. they BOTH might lose. supply and demand. pricing. perceived value added. a mesh of these will decide if there are any winners at all and, if there are, who they will be. amzn competes with every other book store on the web, not just bn. amzn competes with every other cd store on the net, not just the wherehouse or whoever. net supply is exploding. this bodes ill for the supply and demand dynamics. price transparency is extremely customer favorable. every advantage that amzn has can be used by a customer and then they can go to a shopbot and get the least expensive book. it is the same book. amzn may survive. will they duplicate yearly all the profits that bn has achieved in their entire corporate history? times 2? sucker bet, imho... distribution or no distribution.