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

To: Glenn D. Rudolph who wrote (38587)	2/7/1999 1:52:00 PM
From: H James Morris	Respond to of 164685

>>Seriously, Reel.com puts AMZN to shame in videos, however.<< Please forget about Videos. It's all about Dvd. That's why I bought Cube @ 15, but I sold it a week ago. Only because I'm getting defensive. Ps Please pass along to Mark that I sold my Aol also. I guess I'm just becoming a chicken @ heart.

To: Glenn D. Rudolph who wrote (38587)	2/7/1999 6:42:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164685

From Keith Benjamine: "Given the company's dramatic investments in new businesses and in building the infrastructure to maintain and widen its lead, we believe it has been difficult for investors to appreciate how powerful this business model can be over time. During Q4, operating margins (excluding M&A costs) improved nearly seven percentage points to (7.0%) from (13.7%) in Q3. However, hidden in this improvement is an even more substantial improvement in profitibility in the company's core book business. Specifically, Amazon.com's U.S. book business was profitable during December. This profitibility was achieved, in part, through efficiencies given the larger scale of the business and an increased portion of direct purchased inventory which provides much higher margins."