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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.99-1.1%3:59 PM EST
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To: Randy Ellingson who wrote (112511)12/7/2000 10:21:36 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
So, have they gone way overboard in trying to prevent any excess inventory from surviving the holidays? Or are they experiencing such unexpectedly heavy orders that they simply are at the whim of the distributors? Or ...?



Randy,

Orders are not running ahead of plan if the article from The New Yor Times was correct. Their study indicated a third of the orders on the site are Toys R Us merchandise. That is not Amazon merchandise. This delight-O-Meter is counting Toys R Us orders and I suspect too many people are trying to read something into the numbers.

The season is far from over but it appears book sales will fall year4 over year as will music. Electronics will be up year over year but last year was a relatively small base. DVDs will be way up too. We will know in January but it is appearing that as a category matures, sales not only slow but they are declining. We are now getting product specific brick and mortar on-line offerings doing an excellent job. That was not the case last year. The brick and mortar gang did not have their act together. Amazon was fighting it out with far less capitalized pure plays many of which are now gone. Rumo has it that Blue Nile does not have nearly the grÅÍd: planned but that is far from confirmed. They are another pure play.
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