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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 234.70-1.2%Nov 14 9:30 AM EST

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To: Glenn D. Rudolph who wrote (58795)5/27/1999 11:04:00 AM
From: MSI  Read Replies (2) of 164684
 
we feel Amazon‚s business model is evolving from that of a pure-play eTailer of books, etc.. to future shopping portal, where we believe leverage and scalability really starts to drive a superior business model with multiple high margin revenue opportunities.

What in particular? I guess this means things like the big idea of being the portal for thousands of other retailers & suppliers that won't want their own. I can see the fantasy of numbers. But I can't see why that isn't vulnerable to competition from all of the credit card, bank, and large retailers that have larger databases of customer transactions. AMZN has a lot of sound and fury, but still doesn't signify much that other better-financed co's can't do, once they see what actually makes a profit.

Anybody know what these "high margin" opportunities supposedly are?
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