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

To: LWolf who wrote (36946)	1/26/1999 8:52:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Yes thats what I have said all along Laura. But Amzn is a distributor not a manufacturer really and thats the tail end of the chain, so its a lot less clear. They have to invent a lot of stuff themselves as Dell had to do. Nonetheless with a good mgmt team and enough effort you can get the job done. I dont care that Amzn sells books, as far as Im concerned the lower profit margins the better to showplace this sort of automation. Having said that, I dont think Amzn is anywhere near complete in their implementation of the model and they need to stay in business long enough to get it done.... Dell was profitable when they were building their channels. I like this company but I dont have a large position now, and Im not adding at these levels. I thought the cc was really good btw, what did you think? Michelle

To: LWolf who wrote (36946)	1/26/1999 8:53:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I think there will introduce operational efficiencies that will drive their costs down, margins up, etc. etc. with virtual integration model (ala DELL). Laura, I know this what not addressed to me. I am wondering how you can compare this to DELL since DELL is a manufacturer and ships a finished product from assembled parts. Amazon does not do that. Amazon manufactures nothing. Could you please explain this to me at your convenience? Glenn