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

To: evergreen who wrote (789)	3/31/1999 2:15:00 PM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

cdnow (cdnw) - the wind was knocked out of cdnow when amazon became the biggest music seller in its first quarter selling music last year...but the merger with n2k puts cdnow as #1 in sales (for now) the larger game now is etail across many product lines and wholesale selling, direct selling look like they could surpass the plain etail model etail is an expensive arena to be in for marketing and thin margins; brand matters more than anything here, the ability to stick new products for sales on the brand amazon sold $1.5 billion debt and is a real threat to anyone wanting to sell anything on the web at some juncture i believe cdnow could use a brand boost and should consider getting aggressive in etail via acquisitions