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

To: Jing Qian who wrote (327)	4/18/1999 3:16:00 PM
From: Scott Moore	Read Replies (1) \| Respond to of 471

I have a few respectful disagreements: I seriously doubt AMZN could match the efficiency of a Walmart type if Walmart were to become a direct head to head competitor. Walmart has a wealth of knowledge on crushing competitors and they can share components from the brick and mortar side to help lower their online overhead. Second about AMZN auctions. ONSL is looking pathetic selling their own merchandise and consignment items. Ebay prospers because of no inventory and the use by the general public. Since ONSL/YHOO auctions have not been a threat to eBay why would AMZN auctions? The only threat I see to eBay is First Auction combined with City Search which is trying to make local pockets of auctions. Finally, just public awareness of eBay didn't grow until only the last year (even though I've been using it for close to two years), so will the Comparision shopper sites like Acses.com. Once awareness is there, why would anyone buy a book or CD from AMZN first without at least checking out what your option might be to buy it cheaper? Loyalty, I doubt it? acses.com Even though AMZN prices are represented at this site, every time I have done a search in the last six months for a book or CD, I have found it cheaper at another vendor through ACSES. Ultimately it seems the best beneficiary of retail internet stocks when more and more people gravitate to online ordering will be United Parcel Service and Federal Express. If the malls and strip centers are losing some of their business to online then shipping traffic has increased. I know warehouse stores are probably a bigger factor than on-line right now because of the touchy-feely component, but that could shift with the young consumer. Sure both of these carriers would be the instrument of delivery whether you bought online or via the old catalog method, but from what I've seen and heard is that the Sharper Image, PCMall, Damark and others are trying to herd their catalog receivers to their websites and wean them off their catalogs. This is definitely a trend to save on costly printing and postage and will eventually help those companies' overhead. Regards Scott