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

To: Mark Fowler who wrote (45893)	3/16/1999 1:12:00 AM
From: KeepItSimple	Respond to of 164684

>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. Here's the questions the bulls will never answer: when is it time to start concentrating on profits? Amazon at one time had over 90% of the online book market, yet "it's still too early to try and make a profit".. Now that percentage is falling with B&N coming into the game, and they are off to another fantasy land of no-earnings and wild-possibilities. Should they start trying to make a profit when they are the middleman for 90% of the worlds entire economic output? How about 95%? The answer, of course, is that they'll never reach the point at which they turn a profit. Once they did, the game of unlimited expectations is up and the lofty valuation can no longer be supported. Which, in essence, is why Amazon's business model is just another variation on the classic "shell game"

To: Mark Fowler who wrote (45893)	3/16/1999 8:32:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

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. Mark, This means they are focused on building a more efficient fulfillment infrastructure for any product? Their intent is to sell other items but to handle fulfillment themselves? Did I follow you correctly? Glenn