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

To: Bill Harmond who wrote (76633)	9/5/1999 2:58:00 PM
From: Lizzie Tudor	Respond to of 164684

One place amzn may have erred is in trying to create a regional warehouse facility right off the bat. I probably would have done one big warehouse in Nevada or somewhere. Then when all the kinks were worked out, regionalize. Thats what Dell is doing... everything in Austin first, now moving to tennessee and other places. But Walmart execs probably don't have that mindset, again due to the brick and mortar way of doing business where you have to get inventory to the stores. It all depends on who is competing with amzn, if it is etoys who are outsourcing, you know they have no control, so anything amazon can do on the logistics front will win as long as they don't fail in the implementation process.

To: Bill Harmond who wrote (76633)	9/5/1999 3:31:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I don't know the extent of these problems, but no software-intensive system works right away. William, I agree with you but I believe it would be "nice" if Amazon management brought their investors up to date. This could be a make or break problem depending upon the extent which neither of us know. Selling Amazon because of this is like selling eBay because of outages. Short-sighted. I am not sure they are the same. Ebay at least let the investor and their customer know what they were doing to solve their problems. My point really is that management should let the investor know what they believe is the problem and what they are doing to correct it. This does not mean the correction will or will not work but at least one has a clue. On another note, anyone have an opinion regarding the movement of CSCO over the next two months? I wondering if buying the covered calls back would not be wise and or writing a higher strike price for them. I believe 70 was resistance and we sort of closed above that. Glenn