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 : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: dpeters who wrote (558)	3/12/1999 3:04:00 AM
From: steve harmon - analyst	Respond to of 4337

etailers (like amazon) do face the challenge of being disintermediated by bots...but they also may become the bots and disintermediate their current model into the new one eventually every publisher can sell direct, ingram could sell direct also -- it's the wholesaler behind the scenes the web naturally moves towards efficiencies -- that's why the old online services gave way to the tcp/ip protocol, more efficient amazon makes money if it's smart by being a channel for entertainment offerings: books, music, videos and incremental marginable product sales if amazon can create the efficient shopping experience then that's how it can produce earnings -- right now i think jeff bezos and crew are going for the fences, trying to own the shopping experience i don't think they intended to but nobody else is stepping up to the plate to take that big of a swing amazon could win by being an entertainment portal/community, the moving of merchandise is the hub of the action amazon has to go after yahoo and aol, but be the "online shopping service" wrapping other services around that...aol and yahoo are using content to wrap shopping around -- effectively they are in the same business: getting repeat visitors/customers