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

To: MoonBrother who wrote (33990)	1/10/1999 11:01:00 AM
From: jach	Respond to of 164684

<Due to a higher mix of music and video products, which carry lower gross margins than books, we are not surprised by the margin shortfall. At this stage, we appreciate that the priority is to spend aggressively to build the brand and prepare for even higher volumes, which we expect can yield operating upside as the business scales. The company announced the opening of a new seven-acre distribution center in Nevada that, while increasing inventory levels, is expected to decrease delivery times to the Western US by a day. Amazon just started generating higher margin revenues by delivering leads to other stores. However, we believe the key will be to maintain the highest levels of customer service and fast fulfillment, both for Amazon's and other products. We believe the Amazon brand can attract the customers, although it is too early to accurately estimate the eventual size of the Amazon mall and the mix of Amazon vs. non-Amazon merchandise.> Wishful thinking of no-clue follow-the-herd analysts, imo, a more likley scenario is that the over building and trying to generate revenue without any reasonable return on investment is begging for a disaster. We have seen that with many companies that are now selling as penny stocks (1$ to 2$) or already gone bankrupt, such as SYQT. Yes, generate revenue and build customers, and pray for profit to come later, not likley. As for the brand name, no one cares one is clicking to any particular site, if there are sites that can provide faster and better information or things people will just go to those sites without a doubt. It's not like the store is only a half-mile from your house, or a particular restuarant has good food and pretty waitresses. WEB stores are all the same distance and give you pretty much the same feeling. That's where the traditional brick and mortar guys have the biggest advantage, remember, the earth surface is a fixed size, where else the WEB is not. Once there is money to be made, and the tax scenario becomes more clearer, we'll see many well-known large retailers coming in and with their brand names will give tremendous pressure on early retailers such as AMZN, and then what will AMZN do with those over-built capacity. all imo.

To: MoonBrother who wrote (33990)	1/10/1999 11:02:00 AM
From: ChinuSFO	Respond to of 164684

Message 7197744 MoonBrother, excellent post. Where can we read these reports (URL site?) Chinmoy

To: MoonBrother who wrote (33990)	1/10/1999 11:24:00 AM
From: Mr. Miller	Respond to of 164684

OFF TOPIC, BUT REALLY ON TOPIC. AMZN and DRIV? I am from the DRIV thread, and have no time to sift through the entire AMZN thread. What is this thread's consensus on AMZN's getting into online software sales? Would they choose to outsource, and hire DRIV, or are they planning on starting from scratch, or buying out someone? I know there was rumor before about AMZN buying BYND, but I think it makes much more sense for AMZN to do a deal with DRIV, who has the largest inventory in the world for online downloadable software. Any way they choose to go, it needs to be sooner than later no? The others are gaining momentum(EGGS, COOL, and others). Thanks In Advance, Miller

To: MoonBrother who wrote (33990)	1/10/1999 8:52:00 PM
From: Dwight E. Karlsen	Respond to of 164684

Last week we were more concerned about stocks languishing after reporting season. The fact that Amazon's stock fell very briefly, ending the week up 48%, we believe is the clearest sign we have seen for continued strength in this stock group, even if company reports don't exceed the high end of inflated expectations. It's interesting that BancBoston Robertson Stephens (Benjamin, Keith..) has morphed from a stock analyst into a short-term market-timing trading advisor. In other words, "don't worry about the company fundamentals, what we're telling you is how to trade the stock". "DON'T FIGHT THE TAPE" etc in a company research report? Hey Keith: Tell Jenne on this thread not to worry; that you will personally guarantee to buy her amzn stock from her at the price she paid, $185-195, if the stock doesn't perform as per your analysis. And btw, she's now down about $25-$35/shr. Show us your money, Keith Benjamin!