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: H James Morris who wrote (111454)	10/30/2000 2:15:56 AM
From: Glenn D. Rudolph	Read Replies (4) \| Respond to of 164684

James, This story is coming to a close. It has been a long trip but the end is coming in 2001. I do not see Amazon being able to tap the equity markets with the negative publicity of the junk bond offer in Europe last spring. I am still confused about the Kleiner Perkins Plan with Blue Nile. It has been my opinion that Blue Nile was funded with the intent of going public and making a decent amount of money for the VCs and the other insiders. It appears the market was no longer providing a lot of capital for non profitable firms prior to Blue Nile obtaining enough revenue to make a succesful IPO. It is clear KP can continue to fund Blue Nile even if it does not tap the equity markets. The issue remains how much money do they want to throw at Blue Nile. Amazon has an ACN agreement with Ashford.com. Ashford.com product mix is becoming close to that of Blue Nile. Blue Nile is moving toward completed manufactured jewelry items. They are also targeting the watch market. I believe Asford.com is not a KP child. There is a conflict of interest here. You have thoughts? Glenn