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Quotes by Dan Ries

“They really layered in a whole lot more infrastructure, so now they have to be even larger to break even. That may prove to be one of the smartest moves ever, but that wont be clear for three or four years. As big as they are, Amazon is still operating below critical mass.”

“They already, in a sense, lease space on their home page to others, such as Drugstore.com and Pets.com, so theyre willing to sell access to their customers to others. So, it seems to me that theyd be willing to sell access to their distribution centers.”

“Theyve got to show the Street and theyve got to do it themselves, to get the stock going again, that their growth rate this quarter was an anomaly, not the start of a different trajectory for the growth of the company.”