Everyone -- analysts, media and pundits -- is rushing to write-off Jeff Bezos and Amazon.com. In this “point of view” strategy brief we show that with some skillful maneuvering and right economic conditions, Amazon.com can come out of this dotcom downturn leaner, meaner and stronger.
Our goal is not to do a post-fact analysis but to be predictive as a new business model is emerging. We call this model Amazon.NET. This model is a mix of retail, marketplace and platform services. This brief also highlights some unique aspects of the emerging Amazon.NET business model that managers of other e-commerce companies can learn from.
The second question we examine is the following: if we had $20,000 lying around, when would it be the right time to buy Amazon.com stock? E-tail can easily mimic what is happening in the online travel industry. The industry's Big Three -- Travelocity, Expedia and priceline -- are all profitable, posting huge stock gains in 2001 after spending last year in the doghouse. Many investors missed out on the recent gains. Will this pattern repeat with Amazon.com?
Nov. 2002 Update: ebs takes a look at the process flows from the Amazon.com and Circuit City partnership:
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