1. Amazon.com: E-Tail or Fairy Tale?

2. Amazon.com: News update
09/19: Yahoo replaces Amazon with BarnesandNoble.com
09/29: Price sensitivity test causes confusion for customers
10/03: NSM (Microsoft) customers can now link and order on Amazon.com
10/10: single website for Sotheby and Amazon
10/31: Japanese website
11/14: new store for e-books
11/28: new wireless phone store
12/00: Amazon starts selling DIRECT_TV
01/01: net sales $960 M for 2000, $670 M for loss $0.23 for 2000, $0.96 for 1999 per share

3. Amazon.com: Does the M&A investment pay?

4. At least 210 Dot-com companies closed or filed for bankruptcy in 2000
Dot-com misery
At least 210 Dot-com companies closed or filed for bankruptcy in 2000
Company Date
Pets.com 11/07/2000
Living.com 08/15/2000
Data: The Standard.com; Webmergers.com

5. Dot-com layoffs Layoffs hit 40,660 during 1999-2001
Data: The Standard.com

6. Can they make it? The game of cash flow
Data: Business Week, Oct. 23, 2000, p EB 34

7. Amazon: stock performance
Source:

8. Amazon & Toys ‘R’ Us: The venture of clicks-and-bricks
Amazon.com
Toysrus.com
Tasks:
Handles shipping and customer service, sends the customers to a joint store on Amazon’s web site.
Biggest challenges:
Ensures seamless fulfillment with Toysrus.com’s
Coordinates placement of product in distribution centers
Tasks:
Picks the toys and uses its buying power of its brick stores
Handles the placement of product on the site
Biggest challenges:
Balance the supply to its brick stores and the web site
Get people to buy multiple product
Ref: Business Week, Oct 23, 2000, pEB 44

9. Amazon & Toys ‘R’ Us: The payoff of clicks-and-bricks
Amazon.com
Toysrus.com
Eliminate inventory management risk
Gain three revenue streams:
revenue share on product sold
up-front fee
payments for S & H
Offloads burden for online infrastructure, distribution & customer service
Quicker profitability
2 years ahead of plan
Ref: Business Week, Oct 23, 2000, pEB 44