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

To: Mannie who wrote (89099)	12/30/1999 10:52:00 AM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

We are watching the evolution of a new form of business, and I think AMZN is showing itself to be the innovator. But, you do point out a great point to remember, we are still talking about people moving goods, it's not magic. Scott, I do agree with you. I was an Amazon bear two years ago. No position now. I had stated then which is somewhere on this thread that the "marvel" of almost no inventory business model would not work. At that time, the analysts were very bullish on Amazon explaining that cash would be received prior to the selling of their products. No mention was made of advertising revenue, Zshops, atc. Simple the cash first and no wharehousing model was the upmost important aspect of Amazon. Amazon has not failed int he sense they are alive and well with growing revenue. The story has evolved is all. My perception is a continued trial and error for a way to turn a profit at some point in time. I see no difference here comparing this to brick and mortar stores opening too many stores and thus having too much overhead. Amazon runs that risk as well. What I did learn from my shorting experience was that my understanding of retail business models was pretty good. My understanding of the stock market was bad. Amazon is still a wait and see company is all.