Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skeeter Bug who wrote (107447)	8/23/2000 5:00:04 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 164684

first nobody that I can recall said amazon would be profitable in 1999, I don't recall 2000 either, shall we all pat ourselves on the back for that? toys r us can still trot along w/o too much trouble then it is a win / win for toys r us. Oh man do I ever disagree with you there. Toys r us has no incentive at this point to move customers to the web. If toy believed in their current strategy they would bid adieu to amzn and continue on their merry way with bick and mortar only based on amzn's "flawed business model". The fact is toy knows they HAVE to get a web presence and fast, otherwise somebody else will do it and take their business. They have failed to execute their stategy themselves in the past... they have no choice but to partner with amzn. Amzn failed because it ramped too quickly, leasing too many warehouses and miscalculating on some stores. All of etail is like that. That doesn't mean its going away.

To: Skeeter Bug who wrote (107447)	8/23/2000 5:13:09 PM
From: microhoogle!	Read Replies (1) \| Respond to of 164684

IMHO, Toys R Us deal and Greenlight.com deal is allowing for some cash infustion in return to be a hyperlink (in latter's case) on Amazon's site. It may work out for AMZN in the short run but does not appear to be a winning proposition for Greenlight. Wondering how many of existing AMZN's customers will go to Greenlight and how many will make a purchase. Also what happens to AMZN's current toy side of business? If they are closing that section down, will it constitute a write off? -Murali