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

To: Lizzie Tudor who wrote (73348)	8/12/1999 1:57:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 164684

<<you don't seem to be evaluating amzn on their portfolio companies>> Michelle: I understand their goal of creating a global e-commerce platform. Yet, amzn is spending a massive amount of money on customer aquisition and expensive warehouses. Customer loyalty is also something to monitor. Will a loyal book or CD customer also buy pet supplies, RX Supplies, Groceries, toys, etc...by using the AMZN portal? The jury is still out. I feel that AMZN may be diluting their focus and they need to make more significant progress towards reducing the losses and generating a profit (like some of the other more mature web franchises -- eg. Yahoo). Just my views. Best Regards, Scott