At 12:25 AM -0500 7/15/98, Peter J. Schoenster wrote:
>> peter -- didn't you read my last post <g> ... they are spending bunches on
>> marketing/sales/ads -- that more than accounts for their operating deficit
>> ... /and/ ... they are still acquiring companies.
>
>I hardly have time to read much anymore. I looked but I saw no post from you
>with Amazon in the title (I must be selective with what I read, and ...and
>even
>what I respond to).
It was in the "branding & amazon" thread from yesterday - repost:
George -- their stock jumped from 90-something to almost $130 in a
period of a 7-10 days! I don't know what made it bounce up, but I'll
call any move back toward $100 a **correction.**
Folks - it costs money to create a brand -- and in this marketplace,
the brand creation (mindshare) is incredibly important as a
barrier-to-entry for newcomers. This is where most of the "excess
operating expenses" lie ... for the quarter ending march 31 -- $19.5
million in marketing/sales expenses -- compared to a $8.2 million
operations loss.
They also continue to acquire other companies -- I've not seen the $
involved, but these investments could be sufficient to keep them from
turning a profit. Strategic losses are not an American norm -- but oculd
very well be their strategy.
If their board were worried, I believe we'd hear about it.
===============================
Kathy E. Gill, Guide - http://agriculture.miningco.com/
WWW design � writing � training - http://www.dotparagon.com/
Mac Advocacy - http://www.halcyon.com/kegill/mac/
"A different world cannot be built by indifferent people."
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