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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.20-1.8%3:59 PM EST

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To: GST who wrote (150719)12/10/2002 2:35:30 PM
From: Lizzie Tudor  Read Replies (2) of 164684
 
It will require some work on my part and information from amazon as to which part of the business is growing faster etc., and I haven't done that (yet). I also don't own amzn now.

But the reason the stock is galloping along like this is due to increased margins that you get from being a portal, imo. A while ago people thought circuit city online and amazon and every other site was equal for shopping... turns out thats not true, people are just going to amazon. Circuit city still needs their own site but they have to stay at amzn too to drive traffic. Same for all the vendors I suspect. I'm sure toys r us is looking at circuit city and making decisions based on their experiences. And there is more than one toy retailer in the country anyway.

Remember a few months ago the internet bear analyst (a woman, don't remember her name) was pounding the table... Amazon overvalued compared to Sears!! (or whatever)... that was when amzn was knocked to single digits.
Lizzie
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