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Non-Tech : Barnes & Noble (BKS) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (721)	4/16/1999 4:06:00 AM
From: American Spirit	Read Replies (2) \| Respond to of 1691

BKS is already AOL's exclusive bookseller. Need I say more? Who is #1?

To: Chuzzlewit who wrote (721)	4/16/1999 8:29:00 PM
From: Stockwizard	Respond to of 1691

Chuzzlewit: have reviewed several of your posts. Agree with the excellent comments. However, as a financial analyst, you did your homework, but you left out two very important intangible factors in this posting: 1. Consolidation - Some companies do not have infrastructure or proper cash flow but are the correct 'fit' for larger companies. Amazon has the infrastructure and is gobbling up smaller companies thus providing the smaller ones with both the cash flow and the infrastructure. This is the characteristic of a 'net' company. No rhyme or reason, but the nature of the company can add to the nature and dominance of the larger company. 2. Excitement and future growth. A combination of sexiness and possibilities for future growth has investors picking the next Yahoo or Amazon. My pick here? Earthlink is now at the most attractive levels. If you ask me to give the financial basis? There is none presently. but the combination of earnings growth (or lower losses), sexiness, takeover possibilities, and its great management and infrastructure make this my pick to be the next rocket stock.

To: Chuzzlewit who wrote (721)	4/16/1999 8:30:00 PM
From: Stockwizard	Respond to of 1691

Chuzz: another excellent post. But again, I must point out that while BKS is going to win the online bookselling war, AMZN is clearly aiming for a global dominance. Where else can you buy drugs, go to an auction, or soon travel items? It is not BKS vs. AMZN. That is comparing TOY (albeit a capable TOY) to WMT. Oranges to tangerines. Close, and one can dig into the other a bit, but not the same.

To: Chuzzlewit who wrote (721)	4/16/1999 8:32:00 PM
From: Stockwizard	Respond to of 1691

Chuzz: buy rating on AMZN comes with the accumulation of other businesses, and the destruction of competitors and the resulting dominance of its industries.