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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 227.35

+0.3%

Dec 19 9:30 AM EST

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To: damniseedemons who wrote (62209)	6/13/1999 7:44:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

I think there are 2 competing forces with the grocers. One is negative as you point out - delivery. This can only be remedied if fedex or the post office or somebody starts offering regional delivery and that service moves out of the grocer biz model. Sure delivery is bad but all e-commerce companies need to provide more home delivery than they did before, the difference is they can outsource whereas the grocers can't. THe second item is a positive for grocers and that is the shortage issue with the current model. Right now with grocery stores you have huge logistics expense moving the goods to all these regional stores and additionally vast amounts of shortage of a lot of the items. The centralized webgrocers don't have that problem since they have one warehouse (store) where there was maybe 50 stores for Safeway. So I came to the conclusion that efficient home delivery is the key to the success or failure of this business model. As I say it will be interesting if we see any delivery companies interested in stepping up to this challenge.

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