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

AMZN 247.35

+0.4%

Jan 9 9:30 AM EST

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To: Glenn D. Rudolph who wrote (75032)	8/22/1999 12:08:00 AM
From: Tom D	Read Replies (1) of 164684

They are not selling prescription items. The eDrugstores sell prescriptions at cost, or at a loss, and make it up in OTCs and sundries. More.com does without the OTCs and sundries. We know that in late 2000, and in 2001 and 2002, it is expected that there will be an epoch of eCommerce-induced disinflation. So, OTC drugstore item prices may dip, and effectively be flat for five years, with inflation in 2003 and 2004 making up for deflation in 2001 and 2002. So it becomes a matter of: can they get big fast and get market share, eyeballs, and ?advertising revenues? It might just work, since most consumers may not believe that disinflation is coming. Tom

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