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

To: GST who wrote (143097)	6/18/2002 9:18:23 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

"Glen: If AMZN is not making money now would you say it is losing money at a slower rate? Is your position that they are just going bankrupt a little more slowly than you expected? " Amazon is losing money at a slower rate. Amazon would have been bankrupt had it not been for the AOL $100 million infusion. They would not have had sufficient working capital last fall. That is all said and done. Going forward, on-line buying is accelerating worldwide. The question in my mind is will the Amazon brick and mortar partners continue as partners or find they do not need to outsource their commerce? Amazon's own product mix is insufficient to make them a viable retailer. In fact, I doubt any retailer that handles the goods and only sells on-line can make it. Thus, travel and other service does fine. Amazon in an indirect way has brick and mortar partners. The future is very difficult to predict but it would seem to me that the outsourcing for larger firms on-line division is really not necessary. The tools to handle these processes continue to improve and become less costly. I can't say I have a definite opinion on the outcome.