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

To: H James Morris who wrote (103616)	5/19/2000 2:48:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Glenn, I thought this would interest you. businessweek.com. James, Thank you. I did find that very interesting. The article did leave out an issue that is important in my mind. No one outside of Amazon, really knows how much was fulfillment costs and how much was marketing costs. The $9 million in question which was a focus of the article is small enough to be moved from one of those expenses to the other. My opinion is true marketing cots dropped a lot in Q1 2000 since I saw very few and hard very few Amazon advertisements on traditional media. My guess is fulfillment costs as a percentage of revenue increased even more than Amazon's numbers seemed to show.