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

To: Glenn D. Rudolph who wrote (43636)	3/3/1999 10:57:00 AM
From: Sarmad Y. Hermiz	Respond to of 164684

Glenn, >> It does not sound familiar if you are referring to AMZN. They do not have the low price, execution was problematic Q4 98. Finally, debt is huge. You forgot to say " and margins are negative".

To: Glenn D. Rudolph who wrote (43636)	3/3/1999 11:06:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Amazon's debt isn't huge. Execution is "problematic"? What's that? Leases are the same as debt.

To: Glenn D. Rudolph who wrote (43636)	3/3/1999 6:44:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

Both Wal-Mart and Costco took advantage of a major trend (or trends) in American consumerism. Part of that strategy was to build lots of stores and to lower the cost of purchasing, distribution and displaying the products. What the investment in physical stores bought them was a position that could be defended. When Wal-Mart or Costco does business in an area, it often dries up demand and smaller stores. All this is a fine discussion but what really matters is investors perceptions - and that is still controlled by the mantra of "growth, growth, growth".