Amazon.com, Inc. (AMZN) Message Board

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

AMZN 239.12

+0.4%

Jan 16 9:30 AM EST

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To: Mark Fowler who wrote (4541)	5/20/1998 2:25:00 AM
From: Skeeter Bug	Read Replies (1) of 164684

mark, i would if i knew it. let's take an easy example. say shipping is $1 (kind of cheap for a book) and the book is $9. 10% of amzn's revs are related to postage, obviously, buying a book through the net is MUCH, MUCH less efficient from a postage standpoint alone. shipping book by book is more expensive than shipping 10k, 20k or 50k books all at once. amzn has some efficiency advantages (or at least had) and some inefficiency disadvantages. we know what amzn can do with little or no competition. this is a new era. every advantage amzn had is now a non issue. the search bots will become more widely publicized. i have no doubt amzn can sell many books well into the future. i do doubt their ability to profit. bks is financing the internet, at least in part, though cash generated in their store business. amzn is just financing. they may be somewhat successful. the stock price guarantees success - anything short of rapid success may end up punishing many people. everything is about valuation and valuation only. corollas are great cars but i won't pay $90k for one.

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