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

To: Bill Harmond who wrote (108776)	9/22/2000 10:19:10 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

>>...have called the fundamentals to a tee. Not only this firm, but the future of e-commerce completly. Glenn, listen to yourself. William, What was gleaned from the analyst meeting in Findly, Nevada. One or two items is pleanty. Please tell me what was gleaned. I can't find one item much less two. Analysts flew from various parts of the country to meet with management. Management was there. Now I am certain they must have had something to say that the investment community did not already know. Please tell me what that is. Thank you. Glenn

To: Bill Harmond who wrote (108776)	9/22/2000 11:23:11 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn, listen to yourself. I have to go now, but ask yourself why Toys put themselves completely in Amazon's hands and took all the inventory risk besides. I have and concluded Amazon needed TOY as much as TOY need Amazon for now. TOY saw no point in spending millions of dollars for distribution centers when the future of this type of selling is unkown. Amazon does not know retail and toys are far more difficult due to the non ability to return the unsold inventory. They neede TOY to hadle to inventorying for them. This is an edit: How much revenue percentage wise is Amazon going to receive from TOY? How much per piece handled? In other words, what do you know about the economic specifics of the deal?