Amazon.com, Inc. (AMZN) Message Board

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

AMZN 226.76

+2.5%

3:59 PM EST

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To: tonyt who wrote (29708)	12/12/1998 1:20:00 PM
From: llamaphlegm	Read Replies (3) of 164684

from barrons While he's not about to sell Coca-Cola or Gillette or AIG just because they're trading at lofty multiples, that doesn't mean he's jumping into Internet stocks any time soon. Poppenhagen and his team haven't been able to get comfortable with this sector's riskiness. They're a bit queasy about valuations because it's still impossible to figure out whether some of these newbies will be winners in three, much less five years. Poppenhagen says he is enamored of the high-fixed-cost, low- variable-cost business model, but he's still willing to stay on the sidelines for a while. One risk he doesn't think many analysts have factored in is logistical, especially for the online retailers like Amazon.com. He contends that they might not be able to get their merchandise out the door, on time, as demand really starts to swell.

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