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

To: Bearded One who wrote (58226)	5/24/1999 4:50:00 PM
From: KeepItSimple	Read Replies (2) \| Respond to of 164684

> I honestly think that you would all do better to agree with me. They can't, o bearded one. They've made their fortunes by blindly investing in these overpriced pigs, and they've made even more money by buying the dips. The only thing that will change their trading habits is to LOSE EVERYTHING. And then their trading habits will change radically, and the new habits will feature "Would you like fries with that?" as the main strategy.

To: Bearded One who wrote (58226)	5/24/1999 5:05:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

I don't, I agree with Steve Harmon on Amazon vs. Barnes and Noble. Aren't you from engineering? Doesn't it bother you that B&N had to reengineer the amazon site in order to achieve any growth in internet sales at all? Its hard to believe there is any creativity at B&N.

To: Bearded One who wrote (58226)	5/24/1999 5:18:00 PM
From: Tradegod	Read Replies (2) \| Respond to of 164684

Amazon is now priced at 9 times Barnes and Noble. My view is that it is worth less than Barnes and Noble. I honestly think that you would all do better to agree with me. From Steve Harmon, the internet guru this morning: barnesandnoble.com "Steve: where do you see barnesandnoble.com's IPO today if it goes?" Reply: barnesandnoble.com's first-quarter sales reached $32.3 million vs. Amazon.com's (NASDAQ:AMZN) $293.6 million. So my first comment is these two are not competitors. In my view Amazon has won or at least competes in a different league. bn.com plays catch up and will do so for a long time while Amazon goes and spends its $3.5 billion in debt/securities. Some have said Amazon should acquire Lycos (NASDAQ:LCOS). I think if Bob Davis was keen on being a shopping portal then that makes sense, and it's all Web. Then Amazon can go cut a TV deal with much greater leverage than Lycos could. On barnesandnoble.com's IPO I would think a fair value could see it in the $2 billion market cap first day. To get there I expect that money managers that missed the Amazon story will mistakenly buy into bn.com's story on the belief that it's a similar plot. I would say it's not. But investors may likely convince themselves that having Barnes & Noble (NYSE:BKS) as a parent company and leverage will make bn.com stock more "solid." The problem is that having BKS as parent translated into them not seeing the shift to Web-based bookselling three years after Amazon. In other words, it's a drag on being a pure Internet enterprise. The difference is key: Amazon is not a bookseller, it's a pioneering etailer; bn.com is a bookseller, and a copycat bookseller at that.