Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (57612)	5/20/1999 9:38:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

>> Those who have prospered here, those who haven't... Now you're hitting below the belt. But really, you have to admit the prospects for the long side look less rosy. I don't know whether you focus on stock price, or business fundamentals. From stock price view, amzn looks awful. it seems poised to test the low 120's tomorrow. But regarding the business. As I understand the plan, amzn would capture a dominant position, at a cost of billions in losses. Anyone else aspiring to compete knows it will cost billions, so they will give up before starting. Then Amazon will be able to set profitable prices that are still low enough to discourage competition. They will insure that no one can undercut them at a profit by being super efficient and building the best infrastructure. The essence of simplicity. All that is fine. So far it has cost under 500 million to implement the plan. Why value them at 20, 30, or 40 billion for a 0.5 billion expense ?