At the same time, Amazon doesn't have to do any distribution or fulfillment or even take any inventory risk. It's a nice beneficial model.

199

The leaders are the ones to bet on at this point, but it might be a tough summer. I think we need to see a couple of players prove to investors that this is a sector that's worth taking a look at.

198

Educational toys and learning systems was one of the fastest growing markets of 2002 going into 2003. It's a robust market that's managed to withstand the challenging economic environment because it's not an area that consumers typically think about when they consider paring back their spending.

191

The key question is: Can they sell an expanded selection of products? Thus far, no.

185

Expect more throughout the summer. The number of companies that are running out of cash or are going to be in deep financial trouble probably heightens during the summer as sales languish when consumes are away from their PCs.

154

My perspective is the customer base isn't as active as they've historically been. We haven't see a whole lot besides an e-mail service.

142

Amazon has a very loyal customer base but if they [the customers] are unhappy with the e-mail, I'm sure they will let the company know about it.

134

It indicates business was pretty solid and far beyond expectations. I think it's going to be a volume-driven business going forward. It's a pretty impressive showing looking at numbers across the board.

100

Expectations, unofficial ones, tend to get much higher.

32