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

To: llamaphlegm who wrote (37707)	1/30/1999 2:36:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

There is so much animosity towards the inflated price of this stock that all these people that dont know anything about the issues in a business like this are commenting - this guy is one. (Mark Veverka who wrote this article) 'the planning, design, construction, and engineering of new and existing office facilities and distribution and data centers.'' They need a few distribution centers (maybe 3?) and a bunch of data centers. The data centers are one option, or else they can use the fedex hub and spoke network (but then, that locks you into a deal with fedex where there is no competitiveness in rates). The issue with this approach vs. Barnes and Noble etc is not that B&N has real estate, Amzn has real estate and now they are equal. B&N has a business model with these stores such that inventory is spread all over the country and with commodities there is no way to move the goods in a cost effective manner, so you are stuck (same with returns). No matter how many data centers amzn builds, they will never be in a situation where 100 esoteric cookbooks are sitting around at those sites waiting for someone to buy them. Im waiting to read a commentary on Amzn vs B&N where someone really knows the distribution business and what the difference is between these 2 companes - there must be someone out there that does! Michelle