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

To: Mark Fowler who wrote (38434)	2/6/1999 12:26:00 PM
From: jach	Read Replies (2) \| Respond to of 164684

AMZN is first to go and CSCO will be the next one to drop. Message 7693920

To: Mark Fowler who wrote (38434)	2/6/1999 5:54:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn, Management of cash flows is the life-blood of these start-up businesses. I'm looking at how Amzn is managing this cash and their ability to raise more cash if needed Mark, They have proved they can raise more cash as needed. They also proved they cannot manage cash at all. Growth in revenue figures in relation to losses, growth in Margins, sales, etc. This is where everyone is confused and it is the myth Amazon is perpetuating. It really does not matter how much of a percentage losses are compared to revenues. It is a meaningless figure. Gross margis that exceed the costs of fulfillment and marketing is what counts. Not enough margin will translate into losses always. Glenn