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

To: Lizzie Tudor who wrote (146063)	8/23/2002 8:16:59 PM
From: Oeconomicus	Respond to of 164685

Liz, don't you know? The world will end before Christmas, so AMZN is out of luck. <;-) Seriously, if what you say about no major new categories to invalidate the yr-yr comparisons is correct, then the growth is impressive in this environment. Still, the question of valuation remains. IF they have a bang-up Q4 to make the year for them, is that enough to support an $8 billion enterprise value? Just more pointless musings from Bob. Regards.

To: Lizzie Tudor who wrote (146063)	8/24/2002 5:24:33 PM
From: Glenn D. Rudolph	Respond to of 164685

"I know but sometimes a trend is all you have to go on. My personal opinion is that amazon is going to have a blowout xmas, I believe retail will be strong and after all this consolidation in e-tail they are going to scoop up a bunch of biz. We shall see." Liz, I agree with you that a trend is really all one can go by. There is more on-line competition this year compared to last year rather than less. Most pure play e-tailers were not in business last holiday season. The traditional retailers with an e-commerce division are far more abundant now. Their marketing is better due to their expertise in the field. This will make for a very competitive environment that could either damage revenue or margins depending upon how one wishes to compete. The plus is there are more on-line customers as well.