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

To: Bill Harmond who wrote (118582)	2/25/2001 10:58:34 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Im wrong on a regular basis, but I'm supposed to "admit" that Amazon has failed when it's the last man standing after a market collapse? Right, Glenn. I was not talking about the stock price. I am talking about fundamentals. You won on the stock price two years ago. I having a difficult time gettign a straight answer out of you. You do recall the 1 or 2 question? It is one of those at this point so please choose. I don't blame you for trying, though! See you across the valley. I truely do not know what you mean by that. Glenn PS Amazon is the last man standing due to the fact they had more money to burn. It is not due to any fundamental reasons regarding operations, etc. The non standing firms ran out of money and burned far less than Amazon.

To: Bill Harmond who wrote (118582)	2/26/2001 12:12:03 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

To: llamaphlegm who wrote (11520) From: William Harmond Thursday, Jul 23, 1998 1:00 PM ET Reply # of 115257 >>If the answer to any of the above is "yes" then you should be less bullish when the losses are increasing (when you had thought that they were, in fact, decreasing). No. I don't care about the losses. They are deliberate. They are not the result of poor business performance. I thought they had improved, but it's not an fundamental issue with me. Amazon's gross margins increased this quarter. The losses result from spending is on customer acquisition and expansion, which will continue to be significant. AOL practiced the same aggressive model in it's early years and accumulated $10 billion in losses on its way to a current market cap of $33 billion. Barnes and Noble reported a sequential online sales increase of 14% this quarter, and Amazon 33%. What more needs to be said?