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

To: Lizzie Tudor who wrote (41393)	2/20/1999 1:05:00 PM
From: Tom D	Read Replies (4) \| Respond to of 164684

I don't see where Dell intends to compete with AMZN at all. It looks like Dell is just going to sell more computer-related stuff. Unless your refer to AMZN's vague plans to sell computer software sometime in the future. The link which you provided announces... "Your premier online source for some of the latest in hardware, software and computer add-ons from manufacturers you know and trust." Do you have some information that suggests Dell is going to sell books, music CD's, videos, and general merchandise? Tom

To: Lizzie Tudor who wrote (41393)	2/20/1999 2:06:00 PM
From: John Donahoe	Respond to of 164684

Thanks. Just signed up.

To: Lizzie Tudor who wrote (41393)	2/20/1999 3:12:00 PM
From: Glenn D. Rudolph	Respond to of 164684

14 costs Microsoft hundreds million dollars to ship the first version of Windows 98 (thanks, in part, to high R&D costs), but each subsequent copy of Windows 98 cost Microsoft pennies to produce, because much of the cost is sunk up-front in the form of R&D. For AOL, the more than $1 billion that they have invested “up-front” in the brand for the last ten years now gives them the ability to attract new subscribers much more effectively than they were ever able to. Recent quarters' marketing expense data support this conclusion. So when media reports lament the rise (and fall) of Internet stocks and issue a clarion call that they are being absurdly valued, reflect on the power of increasing returns to gain comfort and perspective. (And for a good primer on increasing returns, see www.santafe.edu/arthur). The Calendar America Online 2 for 1 split 2/22 Conferences We're Attending: Silicon Alley '99: 2/23-2/24 AAAA Media Conference: 2/24-2/26 Direct Marketing Assoc. dma.net: 2/28-3/2 Jupiter Consumer Online Forum: 3/1-3/3 Esther Dyson's PC Forum: 3/21-3/24 Diversions Books: Net Worth, by John Hagel and Marc Singer is a great follow-up to Hagel's other tome Net Gain. Many of the disintermediation and value-chain re-organization effects we speak of are laid bare within these pages. We would strongly encourage a read-through of this excellent work.