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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.55+0.2%Dec 5 9:30 AM EST
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To: Bill Harmond who wrote (72492)8/6/1999 10:01:00 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
That is good news for Amazon. They have been saying customer acquisition costs can only go higher for everybody.
This is a key point.


The problem is customer growth better continue. 8 million plus is not enough. I do believe the customer number count includes those participating in auctions. I wonder if that dropped the amount spent per customer significantly.

I think the revenue per customer issue will resolve itself over time.

I hope so. I could use an 8 bagger:-)

Glenn
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