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

To: H James Morris who wrote (29286)	12/8/1998 10:53:00 AM
From: KeepItSimple	Read Replies (2) \| Respond to of 164684

>I must admit I'm surprised that his stock is not tanking today. DeutcheBank alone now controls TWICE the public float. They've got 1.4 billion dollars tied up in this thing- there is no way they'll let it fall. Expect to see 190 when the split comes in January, it appears.

To: H James Morris who wrote (29286)	12/8/1998 10:58:00 AM
From: JBL	Respond to of 164684

< By surrendering to other Merchants, investors should backing away, waiting to see if he can pull off Amazon.com business model # 4.> His goal is to keep the illusion alive, even if the strategy is incoherent. With that move, he's created a new source of endless positive press releases to manipulate the stocks. I bet you that each time the stock is threatened, you'll have a press release about how AMZN just signed up XYZ Co in their program. This is an "a la Yahoo" recipe....

To: H James Morris who wrote (29286)	12/8/1998 12:55:00 PM
From: Mark Fowler	Read Replies (2) \| Respond to of 164684

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.<< I can't believe how you and i differ on this, surrendering What? Believe me if you think Bezos is surrendering to his competition this stock would of tanked along time ago. The model hasn't changed this has been Jeff's dream from day one. Everything as i suspected with this story is coming into the light -- wake up. Bought Amzn and Inkt at the lows today for a technical bounce up. Now James if you want to own a post office buy Fedx.

To: H James Morris who wrote (29286)	12/8/1998 1:13:00 PM
From: Mark Fowler	Respond to of 164684

Inkt sold inkt at 126 for 20 point gain today. ;-)

To: H James Morris who wrote (29286)	12/8/1998 1:17:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| 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. James, I agree. The scaling concept was found to not work when fulfillment was found to never be a fixed expense. 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. This appears to be the plan but is a last minute shift and it not well thought out. They even admit to it being a test. 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. I stopped trying to guess the street when it comes to AMZN. There is no logic in my mind. Glenn