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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 231.69+1.7%Dec 10 3:59 PM EST

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To: Tom Markowski who wrote (76383)9/3/1999 1:53:00 AM
From: Bilow  Read Replies (3) of 164684
 
Hi Tom Markowski; You don't think that the Amazon vice president might have some options to unload in the next 30 days, do you? Man, if I were involved with a company that obviously was going to be worth trillions of dollars in a few years, I would certainly try to hang onto my job for another year. There is no way all his options could have vested already, and there is no way he could have options that are anything other than way, way, way in the money.

The only conclusion possible is that he was forced out for failure to implement the warehouse strategy well. Cracks are forming.

By the way, the best part of the Amazon story is the warehouses...

I can just imagine. A warehouse where, in addition to being able to buy millions of different titles of books, you can also buy hundreds of thousands of different types of furniture, puppies, ice cream, automobiles, etc.

Are they going to keep big piles of computer equipment in those warehouses in order to satisfy consumer demand for electronics? Does that mean that DELL is going to give up its build to order business, and start supplying AMZN with bulk product?

Anyway, what a great story.

-- Carl
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