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

To: Mark Fowler who wrote (5079)	6/6/1998 8:40:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

But i think they will consistently make or beat the estimates as they have before. This is a well run company with a smart management team, and i wouldn't bet against them. Mark, I understand your point but I cannot locate revenue estimates. Thus, how does one know if they are beaten or missed? And i'm talking about the excess of sales price over the delivered cost of the product sold. That is gross margin. Gross sales less cost of goods sold. As sales grow, the cost of goods will drop. However, as competition online increases, the gross selling price may deteriorate too. Glenn

To: Mark Fowler who wrote (5079)	6/7/1998 11:38:00 AM
From: slipnsip	Respond to of 164684

"Why would the competition be making massive investments into this, if it were as you say?" Why you ask? If say BKB could get the boost in market cap like AMZN and the option to float bloated secondary equity offerings at ridiculous prices/valuations, why shouldn't they jump on the possibility of raising cheap capital in a clearly over exuberant market? If someone wants to buy my Cabbage Patch doll for $500 bucks I will be happy to sell it to them.. Pretty similar..