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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Panita who wrote (36448)	5/18/1999 4:37:00 PM
From: Land Shark	Respond to of 122087

BAMM is mostly a bricks and mortar story, not a pure internet play. I agree with you that the valuations of pure inut plays are insane. That doesn't may BAMM a value play, IMO.

To: Panita who wrote (36448)	5/18/1999 4:40:00 PM
From: Smart_Money	Respond to of 122087

That is like comparing Walmart with Toy r Us. The big guerilla always wins.

To: Panita who wrote (36448)	5/18/1999 4:44:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 122087

Part of the valuation problem (and you are far from the only one who seems to forget this) is that AMZN isn't "just a bookstore" anymore. How many CD's and DVD's has BAMM sold? AMZN keeps piling up losses because they keep opening new divisions. In fact I recall someone, Jim Cramer, IIRC, who once stated that AMZN's book division IS profitable. When BAMM gets someone willing to finance a foray on their part into music, or maybe help them open an auction site, then we can start to consider them a peer to AMZN.