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

To: Bill Harmond who wrote (90341)	1/8/2000 12:03:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

fool.com

To: Bill Harmond who wrote (90341)	1/8/2000 6:51:00 AM
From: Glenn D. Rudolph	Respond to of 164684

William, Back to Amazon for a moment. The 15% cost of fulfillment really is something to chew on. If revenue continues to grow, seeing this number in the upper single digits is possible. I do not believe the lower single digits but this is not my area of expertise. I do see Wal-mart doing well on the net once they obtain some talented people although I really do not beleive Wal-mart and Amazon are direct competitors except in a very few categories at this point. The demographics of each of their respective customers are different due income levels. Amazon will carry and sell higher end electronic equipment where we will not see Wal-mart bothering with this. Some overlap is in books (best sellers), music and videos. It appears that the consumer in general is going back to specialty stores and are more brand name conscious. Look at the recent success of Abercrombie and Finch and The Gap. This could cause a lot of fragmentation in retail in general again. Now if you think this post has a point to make you are incorrect<G> It is something to chew on <VBG>