Amazon.com, Inc. (AMZN) Message Board

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

AMZN 230.27

-0.6%

Dec 11 3:59 PM EST

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To: Glenn D. Rudolph who wrote (51161)	4/18/1999 2:58:00 PM
From: dbblg	Read Replies (1) of 164684

Glenn, E-commerce is hurtling towards a brutal price war. Winning/surviving it will require a superb supply-chain infrastructure (broadly defined), good access to capital, shrewd management, and low customer acquisition costs. Most people agree that Amazon is well-positioned on these fronts. Also, I suspect Amazon's core customer base (yuppie baby boomers) is less price-sensitive than most, which is a nice edge to have in a price war. All that being said, I worry that the stock price doesn't adequately discount execution risk. It is WAY too nice outside for me to stay in front of this computer, but I will try and post more on that tonight. Cheers, Ganesh

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