Amazon.com, Inc. (AMZN) Message Board

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

AMZN 233.22

+1.8%

Nov 28 9:30 AM EST

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To: Tom D who wrote (6000)	6/14/1998 6:26:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

Fortunately for BKS, they are smart enough to lease (rather than own) all their bricks and mortar. Tom, This is true of most large retailers. Sears, J.C. Penneys and Walmart is a mixed bag here. I am not sure how much leasing Walmart does but I believe it to be 2/3rds (off the top of my head) leased. In any case, not an issue. agree that by fundamental analysis AMZN is ridiculously overvalued. But as the concept of the "5 year pure internet etailing" investment, it appeals to a lot of people with money. AMZN bears are saying that the street will demand earnings and the valuation will fall from a concept stock back to one based on fundamentals relatively soon. I'm guessing that won't happen for a few years. I could not agree more with this statement. I am short but I have that concern that it will take a long time for reality to set in. I want to believe reality will start this week but have doubts. Your comment which was meant to mean the short term, which could be a few years, can and likely is quite accurate much to my dismay. Glenn

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