Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (71402)	8/3/1999 2:08:00 PM
From: John May	Respond to of 164684

Neither "same-store" nor "existing-customer" sales comparisons take warehouses into consideration, but it's not a stupid question. Inventory turns are a critical measure of retail health, and I would expect Amazon's inventory turns are at least double those of Officemax. All surviving major retailers will be some combination of virtual and tangible. Amazon must go through the pain of creating brick-and-mortar warehouses and service centers, and Walmart must go through the pain of lower per-square-foot sales, since many of their regular customers will opt for online convenience and cut back on in-store purchases. Walmart will survive. So will Amazon.