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

AMZN 232.88

-0.8%

Nov 17 3:59 PM EST

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To: Glenn D. Rudolph who wrote (64788)	6/27/1999 11:30:00 AM
From: Cap_Loss_Cfwd	Read Replies (1) of 164684

>> These are the areas in which I believe AMZN can excel since they have developed such a large group of distribution centers.<< Glenn, I had to smile when reading your post and reflecting on how the arguments for the excellence of AMZN's business model have evolved. It used to be that the bulls extolled the benefits of the virtual company, unencumbered by the inventory, overhead and lack of flexibility inherent in bricks and mortar. Now, the argument seems to be that AMZN's bricks and mortar and truck fleet will be better than anyone elses. Somewhat ironic. I can hardly wait until AMZN has to develop a real customer service organization (read - oven and refrigerator repair people) to service the people who buy its appliances. But on the other hand, at $60 minimum per service call they might actually make money on it and really screw up their long term strategy.

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