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


To: Alomex who wrote (111920)11/17/2000 9:54:12 PM
From: Alomex  Respond to of 164684
 
Sept 11, 1997:

Amazon must offer deep discounts to make up for two inconveniences: (a) shipping costs and (b) not being able to handle the book.

On top of that, they must keep margins low for the time being, because there are few barriers to entry in this market (as the B&N site has shown). Once/If Amazon establishes a leadership position then brand recognition will be another barrier to entry and they might be able to jack up the prices somewhat. This could happen three-five years down the road.



To: Alomex who wrote (111920)11/17/2000 11:31:44 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
Why does everyone refer to Amaozn only needing $2 billion? They already burned $2.3 billion and it is counting. Let's not forget the money from the IPO.



To: Alomex who wrote (111920)11/18/2000 8:22:05 PM
From: NOW  Read Replies (1) | Respond to of 164684
 
So much for the theory of intelligent markets...LOL

<It has taken the street three years to come to the conclusions that Glenn, yours truly and other long term AMZN bears saw from day one. >



To: Alomex who wrote (111920)11/19/2000 12:20:48 PM
From: Eric Wells  Read Replies (1) | Respond to of 164684
 
Alomex - you (and others - including Glenn) were right then, and you are right now. I strongly believe that some contributors to this thread have stronger business smarts - and certainly more integrity - than many executives at Amazon.

-Eric