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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.530.0%3:59 PM EST

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To: Glenn D. Rudolph who wrote (4136)5/10/1998 3:14:00 PM
From: Paddler  Read Replies (2) of 164684
 
Glenn good post but I've got to take issue with #3

3. There is no loyalty from the retail customer. Price and service will win every time time hands down and both are easy with which to compete.

Brand is everything and without it your nothing. AMZN knows that and that's why I feel they have a very sound plan for the "long term". Look how successful McDonalds (sell junk food, fair service and price the same as the competition) and Coca Cola (just sugar water) are.

From a marketing perspective, they're right on target. Is it really AMZN's fault they do such a good job at marketing that it's driven the stock way higher than it's worth.

Just my opinion and FWIW, I'm short on the stock and hope it goes down to 30 where I'll shift to long and in 2-3 years hope it's price comes back to where it is now (and be worth that much too!)

-Rob
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