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

To: Alomex who wrote (151029)	12/27/2002 1:19:47 PM
From: GraceZ	Read Replies (2) \| Respond to of 164684

(2) potential market size in the high-margin partner side of business. Z-shops was a flop, but the Toys-R-Us seems to have been very successful and profitable. This is the part that interests me. Let's face it, traditional retailing is under serious pressure. There is far too much retail space out there, it could get cut in half and still be too high. These stores were driven online only to find escalating costs and near zero profits. I think that more and more will come to the realization that they are better off letting AMZN run their online stores and provide fulfillment services. This is their true growth path, not low margin books they started out with and it's only just beginning. The business looks bad enough that it doesn't attract much in the way of competition. This gives a five year forward P/E of 24-36. What is the difference between the top line growth rate and the operating expenses growth rate?

To: Alomex who wrote (151029)	12/27/2002 3:04:34 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Z-shops was a flop, but the Toys-R-Us seems to have been very successful and profitable. I think these 2 things (z-shops and "toys r us" as you call it) are morphing into a more successful strategy of the retail portal driven by product (vs. by vendor as is the case with ebay and the "old" z-shops). This is where you choose an item and all sellers and their offerings for that item show up in the search. For electronics you usually get Amazon itself, then Circuit City (the "toys r us" model) and then some refurbished vendors in the list. This is the old z-shops. So I wouldn't say z-shops was a failure, but amazon needs to present something different from ebay, which they are now doing with the new format. Lizzie