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To: Bill Harmond who wrote (44041)3/5/1999 7:34:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
Amazon decided to carry more inventory to enable quicker delivery, and to get better
terms from publishers.

William,

That takes away one of the so called advantages of the business model. Something I said they would have to do about a year ago. The cost from jobbers is too high. Read the older analyst's report about this business model. Mary Meekers in particular from last April.

Glenn



To: Bill Harmond who wrote (44041)3/5/1999 7:54:00 AM
From: Sarmad Y. Hermiz  Read Replies (2) | Respond to of 164684
 
>> Amazon decided to carry more inventory to enable quicker delivery, and to get better terms from publishers.

Gee, I wonder why they went to all that cost and bother, since their plan was working so well? Or perhaps they realized that anyone with $100k investment could duplicate the drop ship model. So they decided to put some barriers to entry and gain competitive advantage.


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