Amazon.com, Inc. (AMZN) Message Board

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

AMZN 222.53

0.0%

3:59 PM EST

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To: dbblg who wrote (70221)	7/28/1999 1:59:00 PM
From: Lizzie Tudor	Read Replies (1) of 164684

Interesting, I hear exactly what you are saying and have the opposite take on each... Electronics vendors are a lot less obliging about assuming the inventory risk, which is, of course, vastly greater given how quickly products lose value. Not a longer term problem if AMZN executes, but it makes the ramp-up a lot riskier. I know you say only ramp-up is the problem... I guess I think with Amzn's customer catalog from day one the electronics biz has the economies of scale to win with efficient warehousing, thanks to the e-tail centralized distr model. Additionally, I suspect more orders will be for single items, which makes price comparison easier. I think the merchandising issues make price comparison on these items harder than books. I agree with you customers will be more interested in doing it, but unless they can find the exact or comparable items its pretty futile... books are different, a true commodity, everybody sells the same stuff. (I also think nobody is selling a decent portfolio of electronics or toys online so there isn't anybody to compare with).

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