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

To: Dwight E. Karlsen who wrote (37750)	1/31/1999 8:56:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

Dwight <And I might add that Wal*Mart already has the distribution network.> I would love to see somebody explain the distribution advantages of AMZN over Wal Mart <g> Some have compared AMZN to DELL -- but I think that Safeway is more like it. Ever order a bag of groceries over the net to be special shipped? Why not? Because it is a much more expensive form of fulfulling the distribution of low margin, somewhat bulky, commodity items. How much inventory does Safeway hold? Minimal. People order books on the net cause it is convenient -- but that does not make it cost competitive or profitable from a distribution perspective.

To: Dwight E. Karlsen who wrote (37750)	2/1/1999 11:35:00 AM
From: Alomex	Read Replies (2) \| Respond to of 164684

>>They went from no presence to number one in music sales in just a few months. <<This is ancient news, endlessly repeated in just about every analyst report since it happened in Sept '98. Which doesn't make it any less true. I personally see no value in the "Amazon name", because all they offer as a VAR is a shopping experience, That in itself is quite a bit, but they also offer reviews and suggestions. Most people really like those features.