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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999 -- Ignore unavailable to you. Want to Upgrade?

To: JOHN CHEN who wrote (313)	4/16/1999 9:50:00 PM
From: Catcher	Respond to of 471

john, good insight into amzn & other on-line retailers. any thoughts on amtd (ameritrade) or other on-line stock brokers. i like this sector for the following info from sites like si helps average guy understand stocks better & if you focus on a particular sector (eg tech) you can operate without input from alleged experts (brokers) alternate style is to invest in narrow band of gorillas (eg msft, intc) i think the brokerage business will be one of the first industries to be revolutionalized by web. the transaction is so simple & there is no follow up service work required. i don't know anyone who now trades for $8.00 who will one day begin trading for $45 again. any thoughts on amtd...anyone

To: JOHN CHEN who wrote (313)	4/16/1999 9:54:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 471

That's why eBay looks better to me every day...war-chest of money now that 1.1B financing is done.Auctions will go from person-to-person to business-to-person.

To: JOHN CHEN who wrote (313)	4/17/1999 2:31:00 PM
From: Jing Qian	Respond to of 471

John, I respectfully disagree. DELL may not go through AMZN to sell their PCs, but mid to small businesses are happy to use Amazon to sell because AMZN serves as an aggregator of consumer traffic. For XYZ Inc., it's way cheaper to sell on AMZN than build a XYZ.com to sell. AMZN already invested 10s of millions to amass such a big pool of customers. XYZ company can't afford to do that. So they will go to AMZN to sell, either directly or through fixed price auction. Direct business to consumer sales can only be a reality for big companies like DELL, MSFT and INTC. For smaller companies such as all the book publishers, toy makers, drug makers, furniture makers, CD distributors, they have to find a customer aggregator to sell quickly instead of wasting 10s of millions to build and maintain their own web sites. And after spending 10s of millions of advertisements and web design, XYZ.com still can't beat Amazon.com for its brand name and popularity. Why would XYZ Inc run such a risk? XYZ inc could spend only a fraction of that money to sell on Amazon.com quickly. Therefore, for XYZ Inc., cutting out middle man, Amazon.com to sell their own products directly could mean no sales at all due to lack of user traffic. User traffic is the KEY. I feel it would be your biggest oversight ever by not investing in AMZN, EBAY and YHOO. You will see that in 2005.

To: JOHN CHEN who wrote (313)	4/17/1999 3:59:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 471

John, please read this and see what you think about AMZN: fool.com