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

To: Mark Fowler who wrote (118503)	2/25/2001 12:40:45 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Currently i hold no position, i'll wait and see what happens with our economy, Amzn, and overall market conditions. Mark, I just want to clarify one issue. Amazon's slowing sales growth has nothing to do with the economy. The stock price is another issue. Yes management blames it on the economy but their credibility is seriously lacking. Glenn

To: Mark Fowler who wrote (118503)	2/25/2001 7:41:24 AM
From: Bill Harmond	Read Replies (3) \| Respond to of 164684

With the (hopefully final) collapse of the very best names like Brocade, Verisign, EMC, Yahoo, etc, buying Amazon would be farther down my list at present.

To: Mark Fowler who wrote (118503)	2/25/2001 1:31:21 PM
From: Glenn D. Rudolph	Respond to of 164684

To: Victor Lazlo who wrote (29379) From: Glenn D. Rudolph Tuesday, Dec 8, 1998 10:04 PM ET Reply # of 115245 From the Wall Street Journal Voice: WSJ_Host presents the speaker with question #93 from grudolph: John, Backtracking to Amazon. The 10Q shows that their fulfillment costs exceeds their gross margins. Therefore, without greater gross margins or reduced fulfillmen costs, profit is impossible. Are you sure this is a viable business model? JHagel says, "I'm not prepared to comment on the details of Amazon's economics. More generally, I think there are opportunities to improve gross margins and to reduce fulfillment costs as Amazon builds scale."