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To: CMon who wrote (31928)12/31/1998 8:49:00 AM
From: SLN  Read Replies (1) | Respond to of 164684
 
cnnfn.com

Yet another article suggesting a serious correction.



To: CMon who wrote (31928)12/31/1998 1:29:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
I think you missed the point. By no asset I believe VL means business asset that would
allow AMZN to extract more than a competitive marginal profit from it's customers.
And I agree with him. I don' thtink he was referring to balance sheet assets.


I just want to say CMon<G>

Glenn



To: CMon who wrote (31928)1/2/1999 8:07:00 AM
From: Victor Lazlo  Respond to of 164684
 
<< I think you missed the point. By no asset I believe VL means business asset that would allow AMZN to extract more than a competitive marginal profit from it's customers. And I agree with him. I don' thtink he was referring to balance sheet assets. >>

Glenn and CMon- CMon is right- I was really referring to any proprietary product or process that would allow amzn to earn sustained profits in a commodity -type business. In simpler terms, as often stated by many here before, what amzn does many other co's can do.

Sorry for my lack of clarity!
Victor