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

To: Glenn D. Rudolph who wrote (29284)	12/8/1998 10:32:00 AM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

I wonder if the move by Amazon to become an "e-portal" and moving away from selling books and physical products might have anything to do with the Walmart lawsuit? Sounds like Bezos is relying on some of his former job skills as a hedge fund manager and hedging his bets. By that I mean what happens if Walmart wins the suit and Amazon has to scrap its entire order procurement and fufillment system? Obviously this would be terrible for their stock price, unless he had a fallback plan. The "e-portal" gives him that fallback. No inventory, no shipping, just collecting a percentage of other e-tailer's traffic.

To: Glenn D. Rudolph who wrote (29284)	12/8/1998 10:34:00 AM
From: H James Morris	Read Replies (5) \| Respond to of 164684

Glenn,<You will find that fulfillment costs exceeded gross margins. That is a fact.> You've always been right on that, and Bezos knows it. That's why he'll get out of being an online seller and become an online processor. His advertising costs will be mostly picked up by his merchants. I think he'll try to look like a combination of Visa/Mastercard and Fedex/post office of e-commerce. I must admit I'm surprised that his stock is not tanking today. By surrendering to other Merchants, investors should backing away, waiting to see if he can pull off Amazon.com business model # 4.