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

To: Elmer who wrote (114116)	1/3/2001 6:49:56 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

David, I've been eyeing that stock and company as well. On one hand, they may be in a very difficult business, and up against some companies which have the benefits of bricks and mortar stores for cash flow etc. On the other hand, I am a happy customer and I notice others shopping there as well. Their service seems very good, and their business should do well in any reasonable economy. How do you see their financial strength? If they survive another five years, they ought to be worth significantly more than they are today.

To: Elmer who wrote (114116)	1/3/2001 7:23:37 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I've recently been purchasing Drugstore.com. Do you think there is hope for this one? It's up 50% since last Friday. Regards, David, I do believe there is hope for Drugstore.com. They are no longer and have not been for some time a pure play. I believe it would be better if their partner was not Rite Aide but they do have a brick and mortar partner. Also, and I believe this to be very important, the products they sell on average have gross margins that will exceed fulfillment expense. They have not taken on debt nor are they trying to sell world wide in just a few years. They are methodical and steady. There seems to be a lot of people that state Amazon is the best on-line retailer. Fulfillment is quick, inventory is well tracked, etc. I believe Drugstore.com beats them hands down. I know they are both KP firms but the management is far from the same.