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

To: Glenn D. Rudolph who wrote (107454)	8/23/2000 8:11:25 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

I would like to hear a post about something positive about Amazon fundamentally. I am open minded here. The only fundamental strength they have that I can see is their ability to execute online this year. Nobody else can. How much is that worth, I don't know... but, if I were home depot I'd be looking to cut a deal with Amzn of some sort. There are some businesses, toys and home merchandise where the potential for a strong e-tailer to come in and cannibalize the b&m business (kind of what amzn did to books) still exists. Not only that, but the technology has changed to the extent that a new retailer might be able to cut a b2b deal with suppliers and avoid carrying inventory. If you took the amzn site and avoided inventory that changes the profitability picture. So, home depot and toys r us rightfully fear a third-party etailer presence I believe. Amazon's entire problem as I see it is irrational exuberance with respect to their business, growing too fast, acquiring too many warehouses etc. It is not that people don't buy online - they do. But amazon failed in controlling their own growth. So, given that amzn can ship products now and can't survive long term with their debt etc, how much of a cash infusion is required to keep them alive?? Can they get that from a partner - and would a partner be willing to do this... my guess is yes. The alternative which is constantly bantered about here is total collapse, chapter 11 for amazon. I just think that of all the etail dogs out there (and there are a lot) there really isn't any reason to dwell on amzn... sure amzn might go under but we know etoys and all the idealab barnyard has one foot in the grave so why not focus on those guys who are much more of a sure thing?