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

To: John Donahoe who wrote (44364)	3/7/1999 12:17:00 PM
From: tonyt	Read Replies (2) \| Respond to of 164684

>Third, conspiracys aside, it is my belief that Amzn's purchase of the Nevada site >will help decrease fullfilment costs. Are they buying or leasing? Also, what is the stratigic significance of Nevada?

To: John Donahoe who wrote (44364)	3/7/1999 12:34:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Why do you find it necessary to detour into the fever swamp of conspiracy theories? John, I do not find it necessary. I have seen the company evolve and believe that is the case. First, we don't know this as fact. Yes we do. Read the 10Q and break it down. Fulfillment costs in 1998 exceeded gross margins. That is not in dispute. Second, if true, we don't know if this will remain so, and for how long. It is true as I stated but I do agree we do not know if this will remain so. Gross margins can increase or fulfillments costs can drop. Third, conspiracys aside, it is my belief that Amzn's purchase of the Nevada site will help decrease fullfilment costs. That remains to be seen. These are unkown at this point in time and all we can do is guess. Glenn