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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Randy Ellingson who wrote (62986)	6/16/1999 11:37:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Wow, that's cool! I'd ask you if you were serious, but I know you're not one to pull legs that way. Now does your long-term bullishness coincide with a future with possible profits? Randy, Yes it does. There have been enough changes in the model that fulfillment is not the main issue. I was focused there because my point was profit was impossible if fulfillment costs exceed gross margins. That is a true statement except the there are a lot of new areas for Amazon that is not requiring any fulfillment costs at all.That will permit gross margins to exceed fulfillment costs at some point in time, That is a very simple explanation for changing my opinion. Glenn