SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : CNBC -- critique. -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (9444)1/27/2002 8:14:49 PM
From: agent99  Read Replies (1) | Respond to of 17683
 
I'm not going to debate amazon with you here.

You just did. :)

But it should be obvious that there are some differences between a retailer who opens thousands of stores across the country, staffs them, pays utilities and fixed costs etc. vs a centralized e-storefront.

Gee, sounds alot like mail order retailers (a la LE) which have been trading for years and years and years, many of them solidly and consistently profitable on a GAAP basis (as opposed to the laughable Pro Forma). So the concept of no bricks and mortar is not entirely new, although now those mail order retailers have on-all-the-time catalogs through the web.

BTW the stock market disagrees with Becker on amazon, with a substantial %-move.

Yes, the stock has moved. Try borrowing a share. You can't. Anywhere. This is pure squeeze. Take a look at the short interest. It's very telling.

They took Battipaglia off for being wrong, I want Becker off, if being right is the game

If "being right is the game" they'd have no analysts left to interview (INCLUDING Cramer, who you mentioned in an earlier post)...

99



To: Lizzie Tudor who wrote (9444)1/28/2002 1:21:02 AM
From: Lodi  Respond to of 17683
 
Wow, and to think i don't have you bookmarket!