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


To: Glenn D. Rudolph who wrote (118551)2/25/2001 3:27:56 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
So let's have it!



To: Glenn D. Rudolph who wrote (118551)2/25/2001 5:05:10 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
To:thanh dao who wrote (9578)
From: umbro Wednesday, Jul 8, 1998 7:42 PM
View Replies (1) | Respond to of 118568

That's a great article, but what did they say? The Fools are going
to hold AMZN for long term growth although it could easily
stay flat, or fall to 50% of its value over the next 3 years. They're
comparing AMZN to AOL and DELL, as a core holding, but I'm having
trouble with that analogy. I'd like to hear what people have to
say on this comparison. My take, is that the average sales price
of Dell's product is a heck of a lot higher, and the sales
channel more concentrated. On AOL, they bought the market early,
and still provide the easiest to use, flat-rate access to the
internet - and I think their revenue per customer is higher
than Amazon, and their support cost per customer in terms of
delivered product is a lot lower (no physical goods have to
be shipped).
the article: fnews.yahoo.com

Message 5135716