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

To: Robert Rose who wrote (91944)	1/23/2000 3:09:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Glenn, he can stop building distribution centers and stop pouring money into all the other infrastructure. (I don't pretend to be an expert at retail, fulfillment, or any of this other stuff. Someone else dragged me into this conversation! (Victor) <g> Rob, Let's not beat this to death except I want to say that Bezos has locked in long term leases on the distribution centers that apparently are only operating at 10% capacity. In other words, he has over capacity for which he has to pay a fixed expense. There is no going back now is what I am saying.

To: Robert Rose who wrote (91944)	1/23/2000 8:56:00 PM
From: Victor Lazlo	Respond to of 164684

<<Glenn, he can stop building distribution centers and stop pouring money into all the other infrastructure. >> He'd have to either still pay the contractors or face lawsuits. And the leases on the properties? Can he just walk away from that too? He can't exactly just do a mouse click and walk away from all this B&M construction he's doing! He's got lots of costs already sunk that could not be saved by backing out midstream. Besides, just think how badly all that non-producing capital would hurt AMZN ROE figs !!