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

To: Jay k. who wrote (29250)	12/7/1998 8:23:00 PM
From: ernie	Respond to of 164684

Your right this stock is hyped. Another IOM!!!!

To: Jay k. who wrote (29250)	12/8/1998 11:09:00 AM
From: Glenn D. Rudolph	Respond to of 164684

But I'm a moron, I can't tell when the tide will turn. Jay, You are no moron. I'm trying to point out the bullish argument for AMZN and internet commerce or e-retail in general. Far as I can tell the the margin for these companys will be greater since they don't have the liability of Bricks & Mortar. My point is fulfillment is costing more than the cost of rent for traditional stores. The only way I can see that improving is automating fulfillment. You keep asking where is the margin? But the whole argument for internet commerce has been the margin and no sales tax. The sales tax issue will become a Use Tax in time. Trust me<G> In the meantime, I am boxed and considering going long for now:-) Glenn