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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Lizzie Tudor who wrote (64602)	6/25/1999 12:35:00 PM
From: Rob S.	Read Replies (1) of 164684

Bezos has already hired several people who have purchasing and distribution expertise. Amazon has also purchased or leased warehouse operations in Atlanta and elsewhere that are highly automated. I discussed this as a necessity last summer and many Amazon bulls scoffed at the idea; ". . . why would Amazon want to do that . . then they become just like WalMart". Some analysts and investors see the picture a bit more clearly now but they still don't understand just how competitive the Internet will become. Amazon is taking steps necessary to become highly integrated with their supply chain and highly efficient. That is necessary both to serve the customer and to eventually make a profit. The deals with Sothebys and other higher margin and exclusive product areas are very good moves because they can lead to more acceptable profit levels. But it remains to be seen how the multi-trillion $ traditional retail industry will react to encroachment on their markets - does the Internet become such a blood bath or loss leader marketplace that Amazon's profits never materialize? I think AMZN will eventually make a profit but it won't be as grand as many imagine.

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