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

AMZN 244.41

+0.5%

Nov 7 3:59 PM EST

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To: Greater Fool who wrote (92918)	2/3/2000 2:51:00 PM
From: Wizard	Read Replies (1) of 164684

>>Doesn't stretching payables make you nervous? No. Why would it? It shows their power, not a vulnerability. >>I'll be very interested to see how growing revenues leads to a >100% return on capital. First, I didn't say growing revenues was going to get them 100%+ ROC. Their world-class logisitics and distribution is what will get them there. It is the Dell Computer model applied to retail with an AOL-monetization kicker. >>It seems like the whole thing pivots on customer retention because of the brand name and the quality of the shopping experience. I'm skeptical that people will pay a premium because of that, This is brand marketing 101 - consumers buy brands. Yes, there is a niche that buys Yugo's and gets Netzero instead of AOL but those aren't profitable customers anyway. Those customers cost money to have as they call customer service reps and complain for 15 minutes and it costs Dell or Amazon $5 just to pick up the phone.

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