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

To: Wizard who wrote (59915)6/2/1999 12:27:00 PM
From: Amsterdam  Read Replies (1) | Respond to of 164684
 
Wiz, I'm somewhat surprised to see you so bullish on Amzn.....I think I'll have a look at it. It's had such a run in such a short period of time, the conventional wisdom was that it's overvalued. Seems like you think it's trading at an acceptable valuation? How long have you been in it and are you a buyer at these levels?



To: Wizard who wrote (59915)6/2/1999 12:51:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
>>They have made no money to invest.

Correction, they've got > $350mm to invest this year. That isn't fake cash they are
reinvesting. 22% gross margins on $1.6b is investable.

Wizard,

Have you ever heard of expenses? The losses are due to the fact the expenese exceed the gross margins. Do you want to know the largest operating expense excluding the cost of goods sold? It is fulfillment.

Glenn


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