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


To: Glenn D. Rudolph who wrote (45862)3/16/1999 1:01:00 AM
From: Mark Fowler  Read Replies (2) | Respond to of 164684
 
Candidly, I am confused. I was focused on the Amazon model of selling books,
music and video and was and am still convinced that fulfillment costs would
exceed gross margins. Amazon has made many changes since then. I am not
sure where they are focused and therefore, I cannot try to reconcile the
revenues with expenses. This is not a problem if Amazon has not lost focus. I
do not know their business plan to ultimatly turn a profit.

Non of the above prevents me from being long at any point in time. <<


I think Amzn has drop the other shoe and is focused on becoming an e-commerce enabler as well as an etailer further maximizing the marketing, distribution and back-office infrastructure already in place. It's too early for them to be focus on breakeven points and profits. Top line growth without sacraficing margins much is what they'll focus on for sometime yet.