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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (8677)11/30/1999 11:10:00 PM
From: John Pitera  Read Replies (1) | Respond to of 63513
 
Chuzzlewit, Excellent analysis of the AMZN --10Q, This one is a keeper.

Gross margin deterioration, ballooning debt,and expanding free cash outflows are not the way to build a viable long-term game plan. AMZN and it's investors have bet the ranch that they can create a brand that people will just keep coming back to forever. Let's see how that works.

No matter how big AMZN might flame out it's worth a shot and it's worked much better than the cofounders every imagined.

many thanks,

John



To: Chuzzlewit who wrote (8677)11/30/1999 11:19:00 PM
From: Jorj X Mckie  Respond to of 63513
 
Chuzzlewit,
I took the liberty of crossposting your information on a new thread. We would love to have you stop by at your leisure. I think you will get the gist of the thread by reading John Pitera's header and then some of the subsequent messages.

#reply-12150685

Tom (aka JXM)


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