Dueling Fools Rumble in the Jungle
Amazon.com (10/3/00): $35 1/16

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Dueling Fools

October 4, 2000

Is e-tail dead? With the holidays around the quarter, how will bellwether Amazon.com (Nasdaq: AMZN) make out? Not all Fools agree.

This week, Jeff Fischer (TMF Jeff) and Paul Commins (TMF Buster) are Dueling Fools. Jeff is bullish on the prospects of the popular Rule Breaker holding while Paul is ready to close the book on the company.

So 1-Click away. Check out what Jeff and Paul have to say -- and then read the rebuttals. After that, you might want to check out our Duel Flashback feature, where we fall back into the Gap (NYSE: GPS).

The Bull Argument...
The bull arguments for Amazon.com (Nasdaq: AMZN) are well-versed. Amazon is the leading consumer e-commerce retailer. It has more than 23 million registered users and at least two-thirds are fairly regularly returning customers. The company should near $3 billion in sales this year, and sales could reach $5 billion in 2001.
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The Bear Argument...
The main point is that Amazon is a retail company. Like it's offline brethren, it is essentially a reseller. It's future profits will always be limited by intense competitive forces from both sides. Producers will want their cut of the efficiency-driven Web spoils and consumers will surf actively until they get the price they want.
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The Bull Argument »