Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMZN 233.23

+1.8%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GST who wrote (120327)	3/13/2001 8:20:42 PM
From: Victor Lazlo	Read Replies (2) of 164684

why do you suppose there is an estimated six-month build-up of inventories in this high-tech economy of ours? Wasn't the beautiful promise of ITWO and ARBA and the other similar co's to prevent just this very circumstance? You claim to know so much about this space and your previous posts always favored ITWO. Well, did this current build-up of uncomitted inventories go completely over your head? It is now estimated that it will take 6 mos to sell off this product. Selectron alone is alleged to be holding $4.7 billion (that's a B) in inventory. Whatever happened to just-in-time inventory "solutons" ? Again, how much more simple explanation do you neeed for this simple question? For an ITWO bull, you apparantly don't follow the news very closely. I would love to hear your comments. Victor

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next