Amazon.com, Inc. (AMZN) Message Board

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

AMZN 234.70

-1.2%

3:59 PM EST

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To: Bill Harmond who wrote (57117)	5/17/1999 4:28:00 PM
From: Glenn D. Rudolph	Read Replies (2) of 164684

I don't think so. Amazon is like Dell. They use just-in-time supply chain management. Inventories are growing because of some model changes (the decision to carry more titles) and sales are growing. But the negative carry isn't affected to any degree near Glenn's guess. William, At least we both agree on cause and affect. We also do have a consistant debate on this issue and time will tell. I believe the negative carry back will be affected even more than I am stating. The is the reason for the large expenditures in distribution centers. It is not exactly like Dell. Dell has a finte number of components of just in time but AMZN has millions. Glenn

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