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

To: tech101 who wrote (134334)	11/7/2001 11:15:28 AM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

"1. Amazon uses the most advanced technology so its productivity is much higher than the traditional retailers and its sales/employee is at least twice as much as its traditional retailer competitors. " They have been using high tech since day one, and it is not helping. Technology doesn't help much when you make terrible business and personnel decisions. "2. The goods Amazon sells -- electronics etc. -- have higher price tags than most of Wal-Mart's" So AMZN is not price competitive? "3. The costs of operation for Amazon can be substantially lower than Wal-Mart camp, who needs higher a lot of workers, buy land, construct/operate their stores, ... " If they 'can' then why aren't they?? You are simply wrong on this. Good locations with low prices, along with good customer-facing people, draw the customer in. These are assets, not liabilities!! WMT has good book value; AMZN book value is negative; they have no net assets. WMT has been growing like crazy for years, is highly profitable, has excellent, experienced management, and has survived many recessions. AMZN has none of these desirable atributes. "In addition, Jeff B. and his employees are under extreme high pressure to produce -- increase sales and reduce costs -- this is the difference of death and life. " So WMT management are not under pressure to produce results every day? The difference is WMT delivers results !! AMZN does not. AMZN does not offer delivery of results, whether standard or overnight <gg> AMZN does not offer ROE !! Youlo, I still believe, as I have stated here before, that Amazon will be bought out for its debt with little or no value assigned to its stock. The withering AMZN share price is getting closer to making my prediction a reality. Victor

To: tech101 who wrote (134334)	11/7/2001 5:11:15 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

yz, you having y2k bubble flashbacks? ;-) >>1. Amazon uses the most advanced technology so its productivity is much higher than the traditional retailers and its sales/employee is at least twice as much as its traditional retailer competitors.<< yes, amzn loses money much more efficiently than their profitable competitors. no, i'm not joking. amzn's technology is free for anybody to use and then shop elsewhere. i do it all the time. alt-tab to my other browser. price bots on amzn create instant competition for amzn while wal mart shoppers can't click a mouse and be transported to their competitors shop. the cost of alternatives is time and gas. >>2. The goods Amazon sells -- electronics etc. -- have higher price tag than most of Wal-Mart's<< funny, amzn was buying their electronics during 2000's holiday season for prices higher than you or i could get them (AT WAL-MART!) b/c they f* up inventories and/or vendor relationships. >>3. The costs of operation for Amazon can be substantially lower than Wal-Mart camp, who needs to hire a lot of people, buy land, construct/operate their stores, ...<< more efficient, lower cost, bigger losses. do the math, it doesn't compute. this is nonsense. amzn pays MUCH more for their product and effectively sell it cheaper with discounts and free shipping. their reduced revenues more than wreck any efficiency advantages they may have (and they are very few - (shipping alone wipes out a lot). also, you have no idea how smart and savvy wal-mart management is. glenn priced buying a land for a shop next to wal-mart. by glenn's estimation, wal-mart got their land and their building for free b/c they bought lots of dirt cheap land and then sold off property next to their stores for top dollar. you see, wal-mart made the real estate extremely valuable. the land was worthless without wal-mart, but very valuable with wal-mart. this may not happen in every case, but it happens a lot... bezos couldn't figure this out if somebody told him! >>4. Amazon is making money through partnering with Target, Circuit City, and many other, and the costs for Amazon is almost ZERO<< wrong. ask yourself this. why does amzn NEED their competitors so badly? does target partner for free allowing only amzn to gain. how naive. amzn partners with its DIRECT competitors because their business is screwed up and they f* their vendor relationships. they pay higher prices from resellers and not oems. they don't pay their bills on time. creditors won't give 'em credit. >>In addition, Jeff B. and his employees are under extreme high pressure to produce -- increase sales and reduce costs -- this is the difference of death and life.<< companies die all the time. this argument is null and void and shows how weak the logic is. >>I'd bet on the survival and success of Amazon.<< not in its current format. look for bezos to jump ship within 2 years. if bozos' stock options are the reward for a company's death, maybe death isn't so bad! ;-) amzn will go bankrupt earning pro forma profits.

To: tech101 who wrote (134334)	11/7/2001 7:24:51 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I have debated Amazon for years and have little to add to my prior comments or predictions. I will state my predictions have been perfect but I am just that kind of guy<VVBG> I will say your posts indicates you are clueless about retail and in particular about the two firms you discussed. This is a dead giveaway. "3. The costs of operation for Amazon can be substantially lower than Wal-Mart camp, who needs to hire a lot of people, buy land, construct/operate their stores, ..." Did you know that Wal-Mart does own their land and their stores? I am sure you knew that. Here is something you do not know. Wal-Mart has not paid a penney for their land and their stores yet they own them and they are worth many billions of dollars. I know you are thinking that is impossible. It is a fact!