Amazon.com, Inc. (AMZN) Message Board

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

AMZN 223.71

-3.9%

1:58 PM EST

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To: Bearded One who wrote (95149)	2/28/2000 9:00:00 PM
From: Wizard	Read Replies (1) of 164684

>>Or do you really think that mail-order is a more profitable way of doing things than opening up a store? That is a very narrow, unrealistic viewpoint on what Amazon.com can be... Providing internet access was/is low margin and was quite unprofitable for AOL until it reached scale and then it became a decent, but not a great, business. But AOL isn't worth what it is because of its access business, its because of the strategic position the company gained by first grabbing the audience through its low margin service. Amazon might have something similar going on. Its a shopping portal right now but who knows how different the model will be through the next 3-5 years of evolution. >>One of my criteria for selecting shorts is monitoring chat boards. When people start talking about how smart the leadership of a company is, it's usually a signal that the company is going to have problems. Oh, because its worked so well for Yahoo, AOL and Ebay... That is the laziest piece of BS analysis I have heard in a while. You ought to email that morsel to Barron's so they can run yet another article on how Amazon is such a terrible company although their customers love them. Just don't forget to include the fact that they grew non-US book revenue 200% sequentially last quarter. >>my frame of mind as you put it. My 'frame of mind' comment had to do with being imaginative of what a company might be capable of instead of focusing on whether they made money in 1999. I am quite pleased to see you can do ok with your investment results while being so steadfastly bearish on a model that is really quite revolutionary.

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