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


To: tonyt who wrote (106798)7/31/2000 5:45:33 PM
From: microhoogle!  Respond to of 164684
 
I think retail ecommerce sub-group is not going to be in the same league as other companies like say B2B and ecommerce infrastructure companies. Pure play retail ecommerce companies do not generate efficiencies in productivity as say companies like ARBA/I2/VERT type of companies.
Amazon is really telling us something regarding the health of "pure play retail" ecommerce. If Amazon does go into oblivion, it will not neccassirily due to the entire sector, rather it will be due to management's obsession on building the brand name over profitability at any cost.

-Murali