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

To: llamaphlegm who wrote (37723)	1/31/1999 2:17:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

llama, My apologies for the tone, didnt mean it. You make some accurate points except I take issue with one: one other teensy weensy difference between dell and amzn is that dell sells something that must be manufactured, circuit boards, sound cards -- i'm sure you know better than i -- hence automation and cost containment endows it with a significant competitive advantage in an erstwhile higher margin good Dell is really more like an "assembler" than a manufacturer. They buy parts and put them together - thats it (about a minute to put together a Dell computer). Their automation allows them to buy these components more efficiently and (to some extent) manage the logistics process a little better. The dell cos is maybe a 1-2% improvement over their competitors, thats it. Now there is more to Dell than mfg efficiency I understand that - marketing, etc is very important, and there is a small element of design in their product line that amzn doesnt have, but to classify Dell as a heavy manufacturer or something is a bit of a misnomer, they are a commodity parts seller mostly. JMO Michelle