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


To: Lizzie Tudor who wrote (1317)4/24/1999 4:44:00 PM
From: steve harmon - analyst  Read Replies (2) | Respond to of 4337
 
home grocers...amazon's model may make more sense since homegrocer.com (if amazon just acquires it) complements amazon's business without relying solely on groceries

amazon can extract better margins if it diversifies its offerings
any single company selling just one product must rely solely on that product for margins

few will be able to match the brandshare and reach
peapod belongs with a larger web player as a service