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


To: Rob S. who wrote (12231)8/1/1998 3:58:00 PM
From: Mark Fowler  Read Replies (2) | Respond to of 164684
 
Oh Mark of so little apparent knowledge and so much pure speculation.
The major studies and industry leaders are the ones who suggest that
biz-to-biz will dominate.<<

The consumer in this economy is King. Business doesn't dictate shit to the consumer, without a customer business would go broke.

Amzn is not a winner-take-all kind of business: music,Videos, books or whatever they go into. Online commerce is a big arena. It's not going to be the case where you have one company(Amzn) who dominates this marketplace. You are going to have a leader and, clearly, Amzn wants to be that leader in every area that they enter into. That's Amzn's goal.

Amazongonenuts.com is just going to come along and quickly gain the
upper hand with their consumer oriented approach with little inventory or
facilities and no experience, relationships or groundwork done to compete?<<

They have the online upper hand now and the didn't get there with little experience, etc.



To: Rob S. who wrote (12231)8/1/1998 8:14:00 PM
From: Victor Lazlo  Read Replies (2) | Respond to of 164684
 
<< Why not wait for this darling stock to start showing some earnings improvement? If they can continue to grow sales AND improve profitability, then you may have some sort of case to justify a $100 price. Until this company's vision is more than a pipe dream, the market won't continue to value it as if it were. >>

uuhm, er, Rob, doesn't a co have to achieve profitability before it can "improve profitability" ?

How can a $ sinkhole like AMZN show earnings inprovement, when they have never achieved any earnings?? This co may well never earn a nickel. It is very risky, and illogical, to talk in terms like "improving profitability" when this is a co that could default on its debt covenants without warning.

Victor