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


To: Alomex who wrote (128788)7/22/2001 12:18:03 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
This will cause Amazon to be out of stock of in a lot of products through a good part of Q4 2001 and December in particular.
Which will only make the stock go higher as it will be interpreted as a sign of higher than expected sales!



That is a possible perception. The positive spin will be faster inventory turn. We are already seeing that spin from the last Q conference call. I almost died laughing. We will hear it tomorrow how inventory is turning so much faster and with a sequential decrease in revenue.