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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (57892)	5/22/1999 2:11:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Amazon and AOL's models are strikingly similar. Both rely on e-commerce for leveraging top-line growth, and no, AOL is no longer in the ISP business. They sold that part to Worldcom. It's a good thing. If it were it wouldn't sport this market cap. Commerce is growing much faster than account growth. William, Something to consider. AOL is the leading ecommerce play in business to retail in my opinion. I suppose there is room for two. I enjoyed the slides. Thank you. The cash flow.com was very interesting too. It did not appear to follow through in every type of business. It flowed well with portals (content providers). It also made sense in ecommerce business to business. Business to retail did not fit well in my opinion but that would apply to all firms not Amazon specific. The key here is the small purchase size relatively per order throws a monkey wrench into the equation. Glenn PS You are helping me understand better so I do thank you. PPS I did not reply to yesterday's comment because I am still congested and cannot locate my sense of humor:-))))))