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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: timers who wrote (34219)	5/3/1999 1:51:00 PM
From: J.Y. Wang	Read Replies (3) \| Respond to of 122087

<AMZN> Found the Barron's article: Message 9270780 With regards to your message: On a TA basis, perhaps, but on a fundamental basis, AMZN is different than the other big nets (AOL, EBAY, and YHOO), all of which had market caps of around $30b and are profitable. The Barron's article can be summed up in three words: margin, margin, and margin. I've been hammering the same issue with regards to AMZN. AMZN has crap margins and those margins are not getting any better. Why? Too much competition, low barriers to entry. Barron's doubts AMZN will ever make money. I expressed the same doubt a few weeks ago.