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

AMZN 232.52

+0.1%

Dec 26 9:30 AM EST

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To: Glenn D. Rudolph who wrote (36930)	1/26/1999 8:36:00 PM
From: LWolf	Read Replies (2) of 164684

Glen... what I heard was that they have to invest in infrastructure systems for supplier chain management and warehousing automation. These are big expenses, but once they are in place they begin to operate more in line with the DELL virtual integration model. This is huge... if they can pull it off in the next year... it becomes gravy train in the following years...because they will have the customers (through branding and outstanding customer experience). Laura

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