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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 247.35+0.4%Jan 9 9:30 AM EST

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To: LWolf who wrote (36946)1/26/1999 8:52:00 PM
From: Lizzie Tudor  Read Replies (1) of 164684
 
Yes thats what I have said all along Laura. But Amzn is a distributor not a manufacturer really and thats the tail end of the chain, so its a lot less clear. They have to invent a lot of stuff themselves as Dell had to do. Nonetheless with a good mgmt team and enough effort you can get the job done. I dont care that Amzn sells books, as far as Im concerned the lower profit margins the better to showplace this sort of automation. Having said that, I dont think Amzn is anywhere near complete in their implementation of the model and they need to stay in business long enough to get it done.... Dell was profitable when they were building their channels. I like this company but I dont have a large position now, and Im not adding at these levels. I thought the cc was really good btw, what did you think?
Michelle
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