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 220.66+1.6%Nov 21 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Fowler who wrote (45858)3/15/1999 10:21:00 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Interesting points Glenn...How do you feel about the Dell and Amzn agreement?

Mark,

I believe the ramifications were overblown. I base this on my viewing each site. It appears to me that the Dell site is more prominent on the Amazon site. I can't find the Amazon site on the Dell site. The wording of the press release was the link would show at checkout. I did not make a purchase so did not have a check out.

One of the items I thought would have better margins for Amazon was software. This is now not possible for Amazon except for the referrel fees. Most people use the manual first when they are new to a computer so the book link would not be uses at that juncture.

A computer purchase is large ticket so I doubt once one chooses a box, monitor, etc at Dell they will then go shopping for drugstore items or clothing. Vice versa, when one chooses the items that Amazon is offering they will not go and buy a comoputer.

Candidly, I am confused. I was focused on the Amazon model of selling books, music and video and was and am still convinced that fulfillment costs would exceed gross margins. Amazon has made many changes since then. I am not sure where they are focused and therefore, I cannot try to reconcile the revenues with expenses. This is not a problem if Amazon has not lost focus. I do not know their business plan to ultimatly turn a profit.

Non of the above prevents me from being long at any point in time.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News