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


To: Jon Tara who wrote (107607)8/29/2000 12:20:57 AM
From: 10K a day  Respond to of 164684
 
oh it's all
relevant.
just look behind the
message
within the message.
it's clear as day.
it's clear....
Oh my.
It's clear...



To: Jon Tara who wrote (107607)8/29/2000 12:36:00 AM
From: Richard Tai  Respond to of 164684
 
i'm sure amazon is getting ready to start selling fuel cells soon so it's a relevant discussion.



To: Jon Tara who wrote (107607)8/29/2000 4:10:59 AM
From: PAL  Read Replies (1) | Respond to of 164684
 
Jon:

The thread is in a limbo. Amazon longs start to worry that the stock will head south. Amazon shorts keep getting bewilderd that so many people are still buying this ocean front property in Phoenix. How can Jeff Bezos keep fooling the market? Greed by analysts whose employers just see dollar signs for further underwriting fees?

Yes, very soon Amazon will be selling dog food. Just today I got half price coupon from Homegrocer.com. Click on Amazon, order at leat $ 50 in groceries, and $ 25 will be deducted. Home delivery. I might try that.

Let us say I order $ 50, the truck will pull in for the delivery: unloading the items and I pay only $ 25. Will I become a regular customer? More likely no. There are 2 major major supermarkets within 1 mile from my house. I don't like to wait, except for pizza of course. Hey, how about pizza through Amazon?



To: Jon Tara who wrote (107607)8/29/2000 9:45:47 AM
From: H James Morris  Respond to of 164684
 
>Why isn't there any discussion of AMZN here?
Jon, there are 107,614 posts on this thread! We've discussed everything there is to discuss...100's of times over.
Btw
Fuel cells are hot...on-line retailing is not.



To: Jon Tara who wrote (107607)8/29/2000 12:48:56 PM
From: microhoogle!  Read Replies (3) | Respond to of 164684
 
For AMZN news/discussion hungry people only. Others can ignore <ggg>

Source: Briefing.com
12:14 ET Amazon.com (AMZN) 39 11/16 +9/16 (+1.4%): -- Update -- Merrill Lynch analyst Henry Boldget considers announcement of Amazon France as positive with revenue increase for 2001 at approximately $75 mln to $100 mln; however expects will lose roughly $25 mln (about 25% of AMZN's projected operating loss in 2001 of $99 million). Estimates that $3 mln-$4 mln of company's operating losses last quarter attributable to the launch of the France site. AMZN already the largest e-commerce company in Europe with international growth potentially reaching 50% of revenue in 5 years. Short term impact of news limited but expects company to benefit from upcoming holiday shopping; rates ACCUMULATE.



To: Jon Tara who wrote (107607)8/29/2000 12:59:08 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Why isn't there any discussion of AMZN here? Why is everything here about fuel cells?

Am I missing something?


It has all been said but here is a very quick synopsis:

1. Growth is slowing.
2. The no inventory business model failed.
3. Cash burn continues and is increasing not decreasing.
4. Another round of funding will be needed by next summer.
5. Insiders have taken more than $2 billion out of Amazon.
6. Amazon has too much distribution capacity for their needs.
7. Top management at Amazon has been defecting since inception Bezos exluded.
8. Amazon has the best PR machine there ever was.
9. I personally do not shop there nor have a position.

Glenn