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To: Bill Harmond who wrote (29777)	12/13/1998 9:44:00 PM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

<<<There IS no lack of fundamentals. You are obsessing, to the exclusion of most everything else, on current earnings performance. That's only one fundamental metric. There are plenty of others that point to robust (yes, robust) growth, healthy margins, and a growing and defensible market position. >>>> william you are confusing your good luck with stock iq or analytical skill. no offense, but that's one of the most ridiculous and groundless statements ever posted here -- the position is NOT defensible, the margins are wretched, and amzn's growth in book sales is already dramatically slowing -- what in the hell are you talking about? lp

To: Bill Harmond who wrote (29777)	12/13/1998 10:03:00 PM
From: H James Morris	Respond to of 164684

William,<You are obsessing, to the exclusion of most everything else, on current earnings performance. That's only one fundamental metric. There are plenty of others that point to robust (yes, robust) growth, healthy margins,> That's only one fundamental metric? There are others (yes, robust), healthy margins? You and I relate on one thing and that's the 'Things' stock price. All the rest? We obviously have been watching a different movie. Obsessed? Will you hang around here long enough for the grand finale?

To: Bill Harmond who wrote (29777)	12/13/1998 11:41:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

will, the biggest fundamental missing here is the information transparency to customers which will all but guarantee that buying is based on price for commodities over the long run. add massive competition and ease of entry to the soup with big portion of hype and you will get disaster - even with rapidly growing revs. it isn't revs, its margins. not gross. net. there ain't none and there ain't gonna be any of substance. oh and the fact that amzn is already priced for annual earnings much greater than the sum total of all b&n's (goliath's) earnings in its history ought to chill you to the spine.

To: Bill Harmond who wrote (29777)	12/14/1998 2:01:00 AM
From: H James Morris	Respond to of 164684

William, while I'm obsessed. I'd like to open my box tomorrow @ 230. Then I'd love to slap it shut @ 210. Wish me luck. If it goes above 228. I'm history. After the open, of course. Ps Are you sure that you and Mary Meeker aren't related?

To: Bill Harmond who wrote (29777)	12/14/1998 9:22:00 AM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

There IS no lack of fundamentals. You are obsessing, to the exclusion of most everything else, on current earnings performance. William, Give us a break. You have to be kidding. The "old school" part is not accurate. This kind of venturing goes back in history for centuries. One example please! Glenn

To: Bill Harmond who wrote (29777)	12/14/1998 11:52:00 AM
From: Robert Rose	Respond to of 164684

<There IS no lack of fundamentals. You are obsessing, to the exclusion of most everything else, on current earnings performance. That's only one fundamental metric. There are plenty of others that point to robust (yes, robust) growth, healthy margins, and a growing and defensible market position. The "old school" part is not accurate. This kind of venturing goes back in history for centuries. > cool argument! Alexander the Great, the Crusades, Christopher Columbus and all that. Yes, there are many parallels.

To: Bill Harmond who wrote (29777)	12/14/1998 5:09:00 PM
From: Gary Walker	Read Replies (1) \| Respond to of 164684

Already six replies to your "you are obsessing" comments: Probably no need to proceed, certainly you've heard it here by now. Just in the last few months, look at the numbers of web sites selling books. CD's, DVD's, VCR Tapes are even worse. Yes AMZN has a better service, but their prices are high. They cannot continue to absorb losses and outlast B&K or Borders. It's NSCP and MSFT all over again! The little guy will lose unless the little guy has the technology that nobody can legally copy! The first piece of bad news will trash this dog with it's $12 billion market cap back to the bottom where it belongs. Selling at 18 times annual sales? That sucking sound you hear is the sound of cash flowing from AMZN's bank accounts. The more it sells the more it loses. This is a new business model that simply will dry up and blow away. Mark it down, you heard it here first, at least 1 thousand times! gw