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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Offshore who wrote (13996)	1/8/1999 3:21:00 PM
From: Lizzie Tudor	Respond to of 74651

<OT> Amazon - Offshore, If you are interested in Amazon I would encourage you to go back and read some posts on the Dell thread from about 18 mos ago. Essentially, Amazon is an infrastructure manufacturing play just like Dell was then, and there seems to be some resistance from some people to assign a high value to companies of that type (they cant see the assembly line or the software that controls it and are looking for value in the end product - which isnt there). Infrastructure manufacturing/distribution software is at least as hard to develop as the type of stuff that sells to the end user. If Amazon is successful in creating a supply chain for misc goods that rivals Dells, then no one will be able to beat them on profitability. They still need the other parts of the company to work, buyers etc but the key to their success is their enterprise automation. Focusing on whether booksales can be eclipsed by some other book retailer is kind of missing the point, imo. BTW I dont own amzn outright but I do have a position in a managed account where I am a partner. I am a kind of cheerleader for these infrastructure plays however, since it used to be my line of work. Michelle