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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 231.16-1.5%2:41 PM EST
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To: Cap_Loss_Cfwd who wrote (64793)6/27/1999 2:11:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
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.


Cap,

I believe I am the only one that believes in the distribution center as being the asset. I was never and am still not of the belief the virtual concept without inventory and overhead would work. That was how I arrived at my bearish stance.

Glenn
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