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

To: sea_biscuit who wrote (41263)	2/19/1999 9:01:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Dipy. It isn't about the very lowest price. It's about price, service, reliability, and experience. Amazon knows about those prices.

To: sea_biscuit who wrote (41263)	2/19/1999 9:09:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

Dipy, >> On the computer, however, all it takes me to go from amazon.com to barnesandnoble.com or to shopping.com is a few effortless keystrokes... << All these remarks have been said before and no one cares. When Henry Blodget tells the faithful to jump, they only ask "how high?" today the answer is 102, Monday maybe 110. -Sarmad

To: sea_biscuit who wrote (41263)	2/19/1999 9:27:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Dipy my liberal friend, you will find that most here agree with you that amzn is a poor investment. I do not, I think amzn will emerge as a profitable company after shopping.com and everybody else is long gone. I don't think you have to be the absolute cheapest to be successful... you must be competitive on most fronts, which in the case of books would be say, 20-30% off most titles. Some people like you will shop around to save a few dollars, but unless those cheapies are able to operate profitably they will be out of business - I don't think they can make money selling everything at 40% off and still invest in infrastructure like amazon is doing. Nonetheless I like some other internet companies right now better than amazon so I dont have a position (except my broker has some). One thing that might be happening (that Im not sure how to value) is some people might be logging in to Amazon, reading up on the Amzn recommendations and then buying from shopping.com. I wouldn't call that a complete loss for Amazon especially with their new retail mall initiatives.... but I'm not sure about what it is worth - it is a hit.

To: sea_biscuit who wrote (41263)	2/19/1999 10:29:00 PM
From: Wizard	Respond to of 164684

>>On the computer, however, all it takes me to go from amazon.com to barnesandnoble.com or to shopping.com is a few effortless keystrokes... In that case, why is it that AMZN was 'late' to market in offering cd's and then in their first full quarter of business did more cd sales than all other on-line cd sites... combined...?? Amazon.com management is just too smart and too good relative to everybody else: Lycos is merging with Home Shopping Network for the warehouses and 'fulfillment' capability of HSN so that it can 'monetize its eyeballs' with e*commerce $$$. However, Amazon.com dominates the key categories that are selling on-line (books, music, videos). These are lower margin but it is far, far better to start with low-margin products and then add high-margin products (software etc...) as your margins then naturally expand. Wall Street likes that. Lycos is saying that books etc.. are too 'low-margin' for them but that just accentuates AMZN's advantage of starting with low-margins. I am long AMZN as of Thursday as a 50% correction sounds like a good an entry point as any. Bought more YHOO today.