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

AMZN 220.66

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To: H James Morris who wrote (84730)	11/21/1999 10:36:00 AM
From: Glenn D. Rudolph	Read Replies (6) of 164684

James, Here is an interesting question that may become a major issue this year. I mentioned last year that the new rush of e-commerce might make it impossible for the carriers UPS, USPS, Fedex, etc. to make the deliveries on time. It was close according to my conversations with various employees at these firms as far as capacity in their trucks, planes, etc the final two weeks of the season. However, with pleanty of overtime, the firms managed to deliver (what a word for this one<G>) This year is clearly going to be far larger for e-commerce but most delivery firms ar not yet convinced that this is not a short term fad. They are reluctant to make major capital expenditures to buy additional trucks, plains, etc. Additional staff is not a problem and they are willing to pay lots of overtime. Let's say e-commerce is really large this year and the delivery firms cannot execute in time this year. What does that do to the future of e-commerce? Will that send many people the following year back to traditional shopping? Glenn

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