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

To: Bill Harmond who wrote (50606)	4/15/1999 2:19:00 PM
From: Oblivious	Read Replies (1) \| Respond to of 164684

William, I am usually a lurker and wanted to say hello. I didn't know if you ever looked at UPCOY or UIHIA since they ordered 225,000 cable modems from TERN (3-9-99) for their European broadband operations. TIA

To: Bill Harmond who wrote (50606)	4/15/1999 3:13:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 164684

enormous operating leverage I don't see why any net company would have significantly different operating leverage from any other. Sure, Amazon sells books at low gross margins and high variable costs, but in principle Ebay could include the auctioned goods in its variable costs. (Of course, Amazon does have order fulfillment costs that Ebay doesn't.) Certainly most of the other net companies just consist of servers, people, and net connections, all fixed costs.