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


To: i-node who wrote (89261)1/1/2000 3:34:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
David,

I do not wish to continue beating a dead horse but I have one simple question. Let me first preface by stating that the cost of fulfillment at Amazon in exceeds gross margins. I have made long and involved posts as to how that will always be the case. Thus far, my argument hold even as Amazon is approaching $2 billion in revenue per year.

My question is how is Amazon going to be able to have gross margins exceed the cost of fulfillment? A simple explanation will do.

Thank you.

Glenn



To: i-node who wrote (89261)1/1/2000 7:27:00 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
David your statements re Wmt v. amzn are preposterous.

There was a gal around here who used to slam WMT and praise AMZN. She doesn't post much around here any more.

Wmt makes $$ fabulously; amzn burns it. WMT has been through recessions, vietnam, the 60's, wategate; AMZN has been through none of these. WMT has made many people wealthy over the years through options, including store managers, back office people, and rank and file.

And don't forget, WMT (Sam Walton) invented electronic supply chain mgt.
Victor