Amazon.com, Inc. (AMZN) Message Board

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

AMZN 234.29

+1.3%

Jan 22 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (50583)	4/15/1999 1:17:00 PM
From: Greater Fool	Read Replies (1) of 164684

I prefer not to think about the basis price; it just makes me miserable. I did notice in the last earnings that the net margins declined from Q498 to Q199 on a percentage basis. They're still high, but declining. This is what one would expect from an emerging company. But, of course, why would margins matter for Yahoo but not for Amazon? If sales plateau or drop, that would be an utter disaster. You're absolutely correct that Yahoo is vulnerable to ad rates, etc. Metrics: page views, per view rate?, total ads, time per page view? Are there any services that track online ad spending? If sales are what counts, then the other portals will be viciously competetive with Yahoo on ad rates per page view or whatever, in order to get revenues up. The only way Yahoo can distinguish itself is by profiling its viewers as more desirable (hence deserving higher rates) or by having higher page views. Without insight into the former, all we can do is watch out for Yahoo's expansion plans. All the above is true in principle for Amazon. Anything Amazon does to increase revenue will bump the stock price.

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