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

To: Wizard who wrote (60046)	6/2/1999 5:24:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Well said!

To: Wizard who wrote (60046)	6/2/1999 5:25:00 PM
From: Mark Fowler	Respond to of 164684

Believe me, EBAY is experiencing late nights trying to figure out what to do not to get Amazon-ed. Amazon, by spending money and not worrying about the near-term bottom line, is at a tremendous advantage. Kind of like AOL investing in marketing to send CD's out and build critical mass. It worked and AOL actually staved off getting Microsoft-ed. The new thing here is that Amazon is way ahead and is still spending more aggressively than anybody. Bezos is smart. As long as the market was willing to give him cheap capital, he will use it to increase his lead.<< Wiz- this is good.

To: Wizard who wrote (60046)	6/2/1999 7:59:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Investing is a subset of expenses. Amazon, by bringing fulfillment to the table is creating a barrier to entry to gain critical mass when its cheapest: now. As long as first movers stay aggressive, they are very Wizard, I will not disagree with your position on this issue. You are correct based on the current circumstances and perceived profits for e-commerce business to consumer. It has been my belief and still is that retail e-commerce will not be a profitable unless the product is priced higher than that of brick and mortar for the convenience. Let's let time tell. I liked your earlier comment on AOL too since I am long:-) Glenn