Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: llamaphlegm who wrote (28984)	12/5/1998 2:14:00 PM
From: Glenn D. Rudolph	Respond to of 164684

surely there are some other components of the bus week article that warrant debate or do all bulls just ignore the numerous bearish points put up by the journalists (hey, i didn't write the article)??? LP, I read the article twice now. I subscribe to the online edition. Missing issues that count: 1. The debt of $500 million. 2. At preasent cash burn, AMZN will need cash again next fall. 3. The European market for books is larger and Bertelmanns won that with their AOL alliance. That is a given as far as I can tell. 4. If one does not stock their inventory and relies upon a wholesaler, the cost or goods is 8% higher. 5. Every item is shipped in a shipping box. How much do these boxes cost and they price of the boxes is cyclical. 6. The customer is not performing the fulfillment of for the company at no charge to the company. Fulfillment costs exceeds gross margins. 7. Last minute holiday shopping does not work. 8. The company has not had experienced competitors until now in the online market. 9 Etc. Glenn