Amazon.com, Inc. (AMZN) Message Board

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

AMZN 232.38

+0.1%

Dec 24 12:59 PM EST

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To: Mark Fowler who wrote (5071)	6/6/1998 3:51:00 PM
From: Oeconomicus	Read Replies (1) of 164684

Mark, the original question was how to explain the down-then-up revisions in five days. You respond that margins will improve due to volume discounts and the "lead" AMZN supposedly has. Are you suggesting that something about how books are distributed to retailers changed in those five days? Or perhaps that AMZN's lead over the competition somehow got smaller, then bigger (or even just bigger)? Look, margin improvement has been in the numbers all along as revenues have always been assumed to grow strongly. Did this analyst just now catch on to this bigger-is-better buying power thing? As for the "lead", assuming it matters, how is it that it has improved? Since we now know that you weren't being sarcastic, can you explain your response to Glenn? Regards, Bob

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