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


To: Robert Brooks who wrote (47736)3/28/1999 10:11:00 PM
From: astyanax  Read Replies (2) | Respond to of 164684
 
Will AMZN massacre EBAY in the Auction business?
[this is a repost of my message to the Ebay forum. any comments?]
I'm fully convinced that there is more to these rumors then just hot air. I'm hearing it
everywhere and most of all it makes perfect sense for AMZN to aggressively pursue
this business now. AMZN will be making a foray into the online auction business. I'm
wondering what took them so long to do it. I'm an Ebay shareholder because this
business model is really a no-brainer. The only question will be "Who's on top?" in this
winner-takes-all market.

Shareholders and analysts have long complained that AMZN is too concerned with
staying in a commodities business and the cost of maintaining all those goods. With
online auctions, they can leverage their huge following and brand name into something
closely related yet without inventory and sticking to just the information management and
procurement side of the business. In the unlikely event that AMZN were to announce
auction plans tomorrow, their stock would be going to the MOON. I wonder how Ebay
shares would do in light of that.

Ebay VS AMZN - BATTLE OF THE GORILLAS! LET ROUND #1 BEGIN!
maybe...

- Netconductor.com



To: Robert Brooks who wrote (47736)3/28/1999 10:14:00 PM
From: Sarmad Y. Hermiz  Read Replies (2) | Respond to of 164684
 
Robert,

>> Absolutely. Should be good for a pop.

Or a yawn. Didn't this rumor come out on Friday, took the stock to 147+ then drifted down to 139 ? Why is it different now ? What about ebay ? is there room for more than one personal auction service ? I wonder if they will make it non-profit to capture the market ?