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

To: Alomex who wrote (132239)	10/3/2001 9:00:16 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

One by one analysts are beginning to appreciate what Glenn said all along: AMZN was destined to Chapter 11. The September 11th was a terrible day. It still was not the cause of the demise of Amazon. Amazon was the cause.

To: Alomex who wrote (132239)	10/4/2001 9:43:48 AM
From: Alomex	Read Replies (1) \| Respond to of 164684

The biggest irony about the possible bankruptcy of Amazon is that the conditions were ripe for AMZN to have been successful. They had ready access to capital, a reasonable product, and a public willing to experiment with the Internet. This distinguishes them from most other dot-com ideas which were non-starters from day one (like boo.com). A few things done differently and Amazon would be in the black today: 1- One warehouse in a labor cheap location (deep south, Mexico or Eastern Canada). 2- Better distribution system combining US post and special delivery (a la T.N.T.) 3- No selling of patio furniture and other equally hare brained ideas. 4- No investment in other companies. 5- Secondary instead of bond issuing. 6- The move from the ugly part of Seattle to the top of the hill. The luxurious setting made the employees forget that AMZN was first and foremost a deep discount retailer. Instead it became a "technology powerhouse" with the same aggressive expansion and spending attitude. Any others?