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

To: Bearded One who wrote (95110)	2/28/2000 5:36:00 PM
From: Wizard	Read Replies (2) \| Respond to of 164684

Bearded One, Amazon may or may not do electronic delivery of appropriate products in the future. >> It's probably the most guaranteed high-profile future bankruptcy in the market today. Guaranteed? Really? You sound like you have a grudge against this company. I don't understand why you would think this way given that Wal-Mart has 6% operating margins and it has to carry the cost of a lot more real estate (stores in addition to distribution centers). The level of operating margins really aren't that important though, Solectron and Dell have demonstrated that you can be a great stock with single digit operating margins. Amazon will eventually do 10-15% operating margins and have HUGE return on capital, IMO. Its the scale provider into monster targeted markets and has extremely bright people on its side (Bezos, John Doerr, Joe Galli etc...). Shorting great management teams targeting huge markets is just a dumb way to bet. Even if you are right on Amazon, that frame of mind will never get you any investment results.