Amazon.com, Inc. (AMZN) Message Board

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

AMZN 221.02

+1.8%

2:50 PM EST

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To: Michael Peterson who wrote (40156)	2/15/1999 1:17:00 PM
From: Lizzie Tudor	Read Replies (3) of 164684

Michael you may be correct with respect to the web technologies but that is certainly not true with regard to the ERP and SCM/Logistics software implementation. You can see the difference in margins for Dell vs. Compaq. Compaq has been unable to get a Sap implementation online for years (well they have one but its not efficient). This in comparison to Dells customized I2 implementation. I think the right logistics package can shave 1-2% off the cost of sales for a company like amzn - but you are going to have to write it yourself with a bunch of high priced ERP consultants. This is all back office stuff. Distribution and mfg software just isnt that sexy so nobody talks about it - in Amzns case I think it really matters. I dont know how far along they are.... hopefully they didnt go Sap (but Im biased) Michelle

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