Amazon.com, Inc. (AMZN) Message Board

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

AMZN 244.41

+0.6%

Nov 7 9:30 AM EST

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To: Bill Harmond who wrote (90334)	1/7/2000 11:46:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

You now have a benchmark for fulfillment without marketing expense included. At capacity and with systems/practices better-tweaked I bet that number drops well into single digits. There is plenty of operating leverage in the model now. William, I still see the variable labor costs not to mention inventory problems but you and I have beat this to death so many times let's just watch. One figure I heard thrown around is that Amazon is using 10% of floor capacity. Bezos himself said that they could "easily double" thruput with just the systems that are currently in place. Bezos has said a lot of things that have not come true but so have I<G> Take care. I will be watching this unfold but will never take a position. There are pleanty of other stocks I believe I understand the way the market perceives them better. I did want to say I did not mind admitting you were correct about Amazon on our bet regarding the stock price, reveneue growth, etc. It hurt my pride a little to admit defeat. The loss of money hurt a lot worse LOL.

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