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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 227.35+0.3%Dec 19 9:30 AM EST
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To: ML who wrote (56083)5/9/1999 10:24:00 AM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
Fundamental analysis: Does anyone on this thread have your own fundamental analysis
for Amazon.com? In other words, a calculation which says I think they'll start making
profit in year X, and I calculate therefore... ?


ML,

All I have done during the last year is post fundamental analysis. It is on this thread and you need to go back just prior to fall to see a lot of it. My conclusion is AMZN can never be profitable as long as fulfillment costs exceeds gross margins. I can't make an argument for them gross margins to ever exceed fulfillment costs. That is a very short synopsis.

Glenn
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