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

To: James Chun who wrote (108707)	9/21/2000 5:06:16 PM
From: GST	Read Replies (1) \| Respond to of 164684

James: You came to the right place -- there are some people here who know AMZN very, very well from a business perspective. I would highly recommend Glenn as the one with the most information and insight into this company. He understands retail and has a history with this stock - and he invested more time and effort into understanding it than anybody else I know -- here or at any of the firms that follow this company professionally -- ask him. My answer to your question is simple -- will they or won't they make a profit in time to fend off the need for new cash and if they need cash can they raise it and if they can't make money or raise cash -- ??? -- when are going to go bankrupt? Actualy, the name must be worth something -- so perhaps they would be "taken under" -- what do you think? $5 bucks a share?

To: James Chun who wrote (108707)	9/21/2000 6:45:30 PM
From: Glenn D. Rudolph	Respond to of 164684

What am I missing here? 1. Management way overbuilt fulfillment capacity in the US. 2. Pure e-commerce plays with fulfillemnt cannot turn a profit. Click and brick is requred. 3. Very poor management and in particular, money managemet. 4. A bad product mix. See tools, kitchen items, etc. 5. Too much debt. Refer to number 3. 6. No personal in managemet wth retail experince. Refer to number 3. 7. Slowing revenue growth due to poor product mix. See number 4. 8. Poor investments in ACR see number 3. 9. Heavy and better manged competition in oversease markets. See www.bol.com 10. Poor acquisition strategy. Try to ind the $300 million www.planetall.com That is a start.