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

To: Henry Wolfond who wrote (8117)	6/30/1998 9:45:00 AM
From: JimieA	Read Replies (1) \| Respond to of 164687

"AMZN generates over $90 [per $100 in Gross Margin] compared with $13 & $10 for the competition.." AMZN generates over $90 in Gross Margin for every $100 invested in Inventory and Property... I hope this clarifies.

To: Henry Wolfond who wrote (8117)	6/30/1998 11:11:00 AM
From: Henry Wolfond	Read Replies (2) \| Respond to of 164687

AMZN generates over $90 in Gross Margin for every $100 invested in Inventory and Property...I hope this clarifies. Still not clear. Do you mean gross margin or gross sales. Also do you know how Barnes & Noble et. al. account for property values. If the own significant real estate holdings that are on the books at cost, there could be significant latent value in these underlying assets. The correct way to do your valuation, given that Amazon has virtually no property, would be to back tangible assets with real value out of your calculation for the bricks & mortar chains. What happens then?