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

To: Rob S. who wrote (57763)	5/21/1999 5:31:00 PM
From: MSI	Respond to of 164684

I think that Amazon could make a narrow profit if they scaled back dramatically but that would spoil the ability to extract hundreds of millions from the sale of stock That's the tightrope, increase sales without losing enough $$ that the stock price to falters too much. They have to monatize their position quickly, and just as quickly deploy that for growth, or keep it invested for revenues. Because the current audience level is so largely artificial now for ALL websites, they can't increase with the same approach IMO. I think people are getting sick of the damn cookies, banners, flash and dazzle etc., and that growth will proceed from actual utility value. If they can actually make a narrow profit there are options for continuing growth by improving service levels and hoping for word of mouth/keyclicks. They've got a great site, it might work. If AMZN can stay on the right side of that equation, who knows, they could become the defacto ecommerce site without force-feeding the channel. $400 mill is a lot, but could be 10x that if the net chooses AMZN on its own w/o expensive promotions, like yhoo in the ancient days of old.