Amazon.com, Inc. (AMZN) Message Board

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

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

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To: Lizzie Tudor who wrote (57131)	5/17/1999 4:47:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

Yes but one good thing that amzn has is a finite number of suppliers. Dell has many many more, mostly fly-by-night asian computer parts distributors. I'm not sure which is worse, more suppliers or more individual piece parts. Michelle, I agree with your assessment and we can say with certainty Dell has handled their JIT very well. AMZN has to yet to proved they can do so. However from an investor standpoint I'm not sure I feel good about an online venture that simply reverse engineers somebody else's site. It makes me think they don't have anything creative to add to the party. Ethically, I am not sure this is proper either. However, it is what it is. I would say we are just as foggy now as we were a year ago except Barnes and Noble had a lot of catching up to do a year ago. Glenn

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