Amazon.com, Inc. (AMZN) Message Board

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

AMZN 232.37

-0.9%

Dec 3 3:59 PM EST

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To: Lizzie Tudor who wrote (56156)	5/9/1999 9:49:00 PM
From: Miche Elle	Read Replies (1) of 164684

Michelle, I'd be careful about using AMZN in the same breath as DELL... >>>"value proposition with AMZN and DELL is that they apply tremendous automation resources to their supply chain and eventually squeeze everybody else out of business 1/2% savings on cos at a time"<<< The fundamental distinction in the value between the two is DELL most likely will never have to worry about inventory carrying costs, whereas the AMZN model is precisely the antithesis: inventory intensive. Now, when an inevitable recession does eventually come around, which co do you think will be better positioned to survive? Their "value propositions" are entirely dichotomous.

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