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

To: John Donahoe who wrote (42108)	2/23/1999 11:08:00 PM
From: KeepItSimple	Read Replies (3) \| Respond to of 164684

>Totally focused on aggregating as many customers as fast as possible. So was Boston Chicken. Oops, I mean BOSTQ. Just increase those revenues and get more customers in the door! Who cares if we don't turn a profit, we'll make it up in volume!! Amazon is worse than a low-margin retailer. They are a NEGATIVE-margin retailer. They are simply burning the junk bond debt to subsidize cheap books for all their customers. Perhaps they should apply for tax-free charity status? Ooops, they are already tax-free, since they've never earned a dime.

To: John Donahoe who wrote (42108)	2/23/1999 11:19:00 PM
From: larry oertel	Respond to of 164684

What Landis Likes-Street.com While Landis has long preferred to play the Internet from the ground up, investing in "infrastructure" companies such as Cisco (CSCO:Nasdaq) and Texas Instruments (TXN:NYSE), he did buy America Online (AOL:NYSE) last summer for his $50 million Technology Leaders fund "immediately after, it announced the Netscape (NSCP:Nasdaq) deal," he said. The manager said the Internet service firm has demonstrated its ability to keep customers loyal, unlike online retailer Amazon.com (AMZN:Nasdaq), which Landis said has so far failed to convince him it possesses an "enduring competitive advantage." Landis' $150 million Technology Value fund is up 24.5% over the past 12 months; Technology Leaders is up 74.9% in the same time period, according to Lipper. thestreet.com