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

To: Alomex who wrote (131923)	9/27/2001 8:01:21 AM
From: GST	Read Replies (3) \| Respond to of 164684

"of which current shareholders might end up owning 0-20%" Why would they get anything at all? Would the parties whose ox is being gored -- ie. lessors of warehouses -- not demand that the shareholders be stripped of anything of economic value?

To: Alomex who wrote (131923)	9/27/2001 2:29:03 PM
From: Glenn D. Rudolph	Respond to of 164684

Once Amazon removes payments on the distribution center, fires another 30-50% of their staff and converts all debt obligations to shares it will actually be in the path to profitability. This will not work. One of Amazon's touted best agreements is with Toys R Us. Amazon holds and distributes Toys R US inventory. That cannot be done with DCs. The current agreements Amazon has with various partners makes almost all outcomes a mess. In some cases Amazon is the fulfillment outsourcer and in others Amazon is the seller and their partner is the fulfillment center. There is no business plan here. One firm cannot play both ways. Either Amazon has to become the seller and outsoruce all fulfillment or Amazon becomes the fulfillment partner and outsources all inventorying making them not really a seller. The demise of Amazon will be blamed on the recent events. The demise would have occurred in the same time frame regardless.