Amazon.com, Inc. (AMZN) Message Board

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

AMZN 242.94

+1.5%

3:59 PM EST

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To: ML who wrote (56083)	5/9/1999 10:39:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 164685

>> Is there any such thing as a bullish fundamental analysis on this stock? If there is, I'd like to understand it. The bullish case is very simple, and not bogged down with numbers and calculations. Amazon will use its large cash from the converts to establish an unchallenged position as internet retailer. They will build the strongest infrastructure and brand. It will be so obvious to any challenger that to compete they must invest (and lose) billions. Therefor competitors will stay away, and Amazon will be dominant, and set prices at a profitable level. That is why the bulls with millions invested are not discouraged by losses, and why losses are an essential part of the strategy. It is only the prospect of large losses that can deter competition. Therefore, large losses and deferred profitability are not a breakdown of the strategy, but just a grander implementation of it. This is my impression. I personally do not trade amzn on fundamentals.

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