SI
SI
discoversearch

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: KeepItSimple who wrote (30345)12/17/1998 5:14:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 164684
 
If Amazon quit paying for portal deals (ie, their main form of advertising) their traffic would cease to increase.

I wonder how much of their business can be fairly attributable to click-throughs when they have a sizable fraction (64% last Q, and it'll be interesting to see this Q's #s) of their sales from repeat customers. What you say above isn't right, unless you replace 'traffic' with 'growth'. Even then, you may be les right than you think.

Randy