Amazon.com, Inc. (AMZN) Message Board

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

AMZN 232.37

-0.9%

Dec 3 3:59 PM EST

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To: Glenn D. Rudolph who wrote (3616)	4/28/1998 11:09:00 PM
From: Gary Korn	Read Replies (1) of 164684

Glenn, The impression that I get from all these articles and analyst upgrades is that AMZN is a runaway success story, mounting loses and debt notwithstanding. I don't understand how that could be so, but that is the coventional wisdom. How long is it worth fighting that "wisdom"? See the following quote from an article in the 5/11 Fortune magazine: If a Net retailer attracts enough customers, it can start earning significant additional fees by referring them to other sites. Consider Amazon.com. With 2.5 million users, Amazon is in a good position to produce leads for others. Looking for a book on surfing? Amazon could send you to a travel site that has a great deal on a Hawaii vacation package. Now let's say Amazon gets 5% of the price of each vacation sold. At that point, the company might be willing to treat bookselling as a loss leader, making up the difference on referrals, which have 100% gross margins. Bad, bad news for other booksellers. Gary Korn

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