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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.52+0.1%Dec 26 9:30 AM EST
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To: Bill Harmond who wrote (12361)8/2/1998 8:52:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
When you can point to any real trouble in Amazon's execution, and we longs disregard
it, then tell us we are wishful thinkers.

William,

Let's start with the need for more inventory due to gross margins being squeezed by their jobber suppliers. That was not anticipated and the problem will get worse. Next, there is the debt to service. Not in the original plan. Also, more employees are needed due to the increased on hand inventory. Not in the original plan. There is the loss of advertising on very prime sites such as AOL directly not in the original plan.

Glenn
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