Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (38695)	2/7/1999 11:25:00 PM
From: BGR	Respond to of 164685

William, Thank you very much for your kind help! -Apratim.

To: Bill Harmond who wrote (38695)	2/8/1999 12:32:00 AM
From: GST	Read Replies (1) \| Respond to of 164685

William -- I have not done any digging yet -- not sure that it is needed. I was drawn into the comparison by what I think were some weak comparisons between DELL and AMZN -- not because I thought AMZN showed any signs of following in DELL's footsteps. But I do see signs of Barnes moving in that direction, and if they are smart (a leap of faith) they have a strong hand to play. My argument is that, in the short run, Barnes needs AMZN to appear to be a contender to draw attention away from their acquisition of Ingram and the dominance they are capable of developing as they implement a print-to-order model. The AMZN faithful misjudge the competitive position of Barnes going forward in the next year or two. Many on this thread take the superiority of AMZN for granted -- which to me is very short-sighted. If I was a long-term investor in AMZN (and nothing could be further from the truth) then I would actually care about all this -- but I really don't.