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

AMZN 233.95

+0.3%

Dec 1 3:59 PM EST

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To: Glenn D. Rudolph who wrote (38617)	2/7/1999 6:10:00 PM
From: Bill Harmond	Read Replies (1) of 164684

Amazon wasn't profitable in book sales for q4. Perhaps I posted that incorrectly. Book sales were profitable in December. Her point was that with the current infrastructure costs, when book-sales scaled up to their December peak it pushed the category into the black. Point is the book model works once certain revenue run-rate thresholds are met. Count on organic growth to raise the baseline run-rate to those magical December 1998 levels. That post from Cowan (#10) is right on the money. Covey said that ROIC was their principal gauge, and advised us not to be surprised to see Amazon passing on higher-margin products initially.

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