Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric Wells who wrote (106207)	7/16/2000 2:02:31 PM
From: Killswitch	Read Replies (1) of 164684

Heh, yes believe me I too have little faith in the analysts. Mainly I was looking for something to say to back me up :-) But I will say that I think SSB is at least a little more credible than the more "well known" names you speak of. Also I can say that just recently I saw Bezos on CNN Moneyline (I've been in Germany for the past month, that's all you can find here), and he was quite cautionary towards investing in this stock. He certainly was not encouraging everyone to just jump in. I also think a lot of the stuff in the 10Q is just required legalese. As for the comparison to Wal-mart.. I agree, at this point Amazon is closer to a retailer than anything else and should be valued as such. As compared to Wal-mart's market cap, based on revenue Amazon is more expensive. But Amazon's revenues are far outgrowing Wal-mart's, and that is priced into the stock I guess. Also of course Amazon's customers are much bigger spenders than Wal-mart in general, and are likely to be willing to pay more for a given item, hopefully allowing Amazon better margins than WMT. This view though comes down to whether you believe most AMZN customers will stick with it even when it has higher prices than other web sources. I'm curious, if Amazon got into the distribution business by buying WBVN for instance, would that make them much more valuable in your view? They would have an exclusive last mile delivery solution. As far as I see, the more of these perks they can offer customers, the less those customers are going to consider shopping somewhere else.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next