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: Alomex who wrote (111700)	11/8/2000 12:54:13 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

This is why I claimed that if at the end of Q4'00 AMZN had $600M or more of real cash in the bank (as opposed to fishy accounting tricks under investigation by SEC), they wouldn't need any more financing. You are assuming cash burn is going to slow. There is nothing in the business model that suggests this will occur nor is this a trend. The problem ramains that the cost of fulfillment exceeds gross margins. That issue needs solved. Then we can work on marketing and administration not to mention debt service.