SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 230.27-0.6%Dec 11 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JBL who wrote (27733)11/22/1998 11:38:00 PM
From: David Lee  Read Replies (4) of 164684
 
I would completely disagree with your statement that Amazon's internet business model is a failure. On the contrary it is the model to which many companies are trying to emulate for electronic commerce. Much like all computer companies are trying to emulate the DELL (virtually zero-inventory) model...Who wouldn't love to establish the amount of revenue that AMZN has without a single dime spent on brick-and-morter? AMZN is the zero-marginal-cost dream that internet commerce promises.

As far as the lawsuit goes, I don't believe it's a technology issue at hand, but more of a marketing/forecasting issue. Once again I tip my hat to Mr Bezos for taking a page from Mr Gate's playbook -- STEAL THE TALENT.

In any case -- Though I'm am weary of this hyper-run up of AMZN of late, I have faith that AMZN is very much going to be the DELL of the next 5 years.

Best of luck,

David Lee
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext