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

To: Glenn D. Rudolph who wrote (44061)	3/5/1999 9:35:00 AM
From: Olu Emuleomo	Read Replies (1) \| Respond to of 164684

The early lead never kept these firms out front. Execution is what made the difference over years. Glenn, Being 1st counts for a lot! It enables you to grab mindshare and probably obtain critical momentum. If you are 1st, the market is probably yours to lose. Look at Yahoo, Ebay, etc... What they are doing is really a no-brainer, but Excite and Lycos just cant seem to displace Yahoo. I would also say the Ebay will have to really screw up to fail. Look at Apple. They were the 1st with their Graphical OS. But they virtually gave the market away by refusing to license thier OS to Sun and others and keeping the cost of their boxes too high. Also, Lotus GAVE AWAY their spreadshhet market by backing OS/2 and refusing to hedge with a Windoze 3.0 product. Being 1st counts for a lot. That is why barnesandNoble.com will remain an 'also ran' unless Bezos becomes fat and lazy and starts to count his money. But judging from the Bezos I saw on TV, my money is LONG on AMZN (for now :-)) --Olu E.

To: Glenn D. Rudolph who wrote (44061)	3/5/1999 11:07:00 AM
From: Tom Kearney	Read Replies (1) \| Respond to of 164684

Glenn, I made (what was for me at the time) a lot of money on CompuServe - I worked for them, too and they did well for quite a while. I delibrately included companies that no longer are leaders. It was clear when these companies started having problems, and you had plenty of time to get out. I think a better point than being first, is to use the Gorilla Game model of the tornado. If you dig deep, almost none of these companies were really 1st, esp AMZN. What they are all, though, are the first to ride the tornado in their area of speciality. THAT is what makes them so formidable. Tom