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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%3:59 PM EST

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To: GST who wrote (120193)3/12/2001 8:49:12 PM
From: Victor Lazlo  Read Replies (1) of 164684
 
GST with ITWO and ARBA and all these other wiz-bang co's out there taking over the world, how in the name of God did co's get caught with 6 MONTHS worth of excess inventory on hand?

Selectron alone now has $4.7 billion of crap sitting around waiting for buyers.

wow. what snake oil these supply chain co's sold. They're as bad or worse than Bezos and his phony book co. (or really good at it, depends on how you see it!)

Apparently, the phony "supply chain" joke went on a lot longer than Bezos' book joke did!

I'm sure glad I never bought stock in any of them. Their weaknesses are glaringly obvious these days....

I remember asking Glenn not long ago what ARBA does and who are their customers- Well I'm sure their list of clients is a lot shorter these days.

Victor
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