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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.22+1.8%Nov 28 9:30 AM EST

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To: GST who wrote (38579)2/7/1999 1:53:00 PM
From: Lizzie Tudor  Read Replies (2) of 164684
 
Well, -big surprise here-, I think you are way off base. If Dell sold other peoples' finished goods (in fact they do), they would still be more profitable than everybody else because they manage their supply chain whereas others do not. Their economies of scale are all in the optimal purchase of goods and increased inventory turns. Of course they have a lot of elasticity in the goods they buy that Amzn does not, so theres an advantage that amzn will never have.
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