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

To: H James Morris who wrote (102902)	5/7/2000 1:32:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn, whose business model would you prefer to invest in...Yhoo or Amzn? Yahoo by a long shot. One may say boodbye to Yahoo if they ever spend millions on distribution centers. I doubt they are that dumb. I start to wonder how well the analysts understand retailing or at least the analysts that cover the internets and thet may be the difference. I know Wal-mart is used as an example often but that is likely due to their sheer leardership in their market. Wal-mart obtains the lowest cost for their merchandise due to their leverage with manufacturers. Needs to do little advertising as a percentage of sales. Utilizes their work force well in that I seldomly see a checkout person in a Wal-mart waiting for someone to come to here or his register. Yet, net margins are very thin although total profit is good due to the huge revenue. I am sure Wal-mart is always looking over their shoulder to try and prevent the next firm doing to them what they did to Kmart.