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


To: Randy Ellingson who wrote (114862)1/10/2001 11:17:10 AM
From: Glenn D. Rudolph  Respond to of 164684
 
There's your rough estimate on customers active during this past quarter:

$960M / $58 = 16.5M. That translates to 57% of the 29M customers being active.


I was trying to calculate how many "cumulative customers" Sears has since their inception in the 1880s. I called their corprorate office and was told they do not know. They almost laughed at me because the person with whom I spoke and myself both agreed that many of the customer that were active in the 1880 and even through the 1950s are likely no longer active. That being the case, it would appear a cumulative customer account is a meaningless number. I find it comical that does not apply to Amazon. Why give out a number that clearly has no connection with the number of current customers? Maybe half are active.

That kind of partnership is going to be critical for Amazon heading forward. With Amazon's brand power and website infrastructure, just imagine what they could do if you were running their inventory and marketing,

Amazon cannot properly handle inventory. That has been proven. Amazon cannot market efficiently in that the cost to increase sales exceeds the gross margin. I would say we could safely assume the story is even closer to coming to an end. We need to start a pool. I say bankruptcy is filed January 4, 2002. Any other gusses out there?



To: Randy Ellingson who wrote (114862)1/10/2001 1:22:32 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
$960M / $58 = 16.5M. That translates to 57% of the 29M customers being active.

Randy,

Another small issue in this calculation; an anverage is not the mean. Major ramifications there.

Glenn