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To: GVTucker who wrote (81916)	5/28/1999 10:41:00 AM
From: Amy J	Read Replies (3) \| Respond to of 186894

Re: "Rise has seen the Amazon model of selling each item at a loss, but making it up on volume. They probably figure that if it works for books, it oughta work for microprocessors." Good morning GV, Re: "Amazon model" I like the phrase. But, "reach costs" tend to increase as time lapses and as market share is seized, i.e. pay now, or pay much more later. Amazon was in a reach-cost race with a larger established retailer. AMZN delivered to their investors a favorable ROI compared to one of their competitor's recent IPO. Unrelated to AMZN, I have a question for you. Would you consider it a conflict of interest for a firm to both analyze public companies in an industry sector and, at the same time, invest in private companies within this same industry sector? e.g. a firm invests in a private company which competes against a public company it rates. Or, is this done all the time in the industry and if so, is there some type of "wall" drawn between the investment side of the firm and the research/rating side of the firm? Amy J