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

AMZN 226.10

+2.5%

Nov 24 3:59 PM EST

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To: i-node who wrote (89283)	1/1/2000 5:48:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

David, I see you have not done your homework but have relied on the number provided by Amzon. Those number have the fulfillment expenses placed in the marketing department. I suggest you pull out the last 10K and study it. You will fine without a doubt, fulfillment expenses far exceed gross margins. I ask again how will this be resolved. I have no interest in hearing the line of "crap" spewed by Amazon management but rather having you take the time to study the report far more carefully and give me a simple explanation. On this basis, I estimate break even sales at $3.5B. Now, if you agree with these numbers (and you should), it appears the company will break even this coming year. Where you went wrong: You're thinking too small. This is NOT a company that's going to do $2B annual sales (its retail, remember -- $2B is nothing). The first time AMZN reports break-even or better, the stockholders will never look back. The cost of fulfillment has been variable since inception and continues to be. $100 billion in sales makes no difference. Please study the nuimbers from the filings. You have not done that. Glenn

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