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

AMZN 232.56

-0.8%

3:10 PM EST

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To: H James Morris who wrote (29286)	12/8/1998 1:17:00 PM
From: Glenn D. Rudolph	Read Replies (2) of 164684

Glenn,<You will find that fulfillment costs exceeded gross margins. That is a fact.> You've always been right on that, and Bezos knows it. That's why he'll get out of being an online seller and become an online processor. James, I agree. The scaling concept was found to not work when fulfillment was found to never be a fixed expense. His advertising costs will be mostly picked up by his merchants. I think he'll try to look like a combination of Visa/Mastercard and Fedex/post office of e-commerce. This appears to be the plan but is a last minute shift and it not well thought out. They even admit to it being a test. must admit I'm surprised that his stock is not tanking today. By surrendering to other Merchants, investors should backing away, waiting to see if he can pull off Amazon.com business model # 4. I stopped trying to guess the street when it comes to AMZN. There is no logic in my mind. Glenn

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