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

To: Miche Elle who wrote (56173)	5/9/1999 11:09:00 PM
From: Lizzie Tudor	Respond to of 164684

Actually, Michelle I disagree, but only if amzn does it my way - lol. For example now Dell doesn't place orders with (some) suppliers until after the orders are received by the customer and in many cases the money changes hands (credit card purchases, etc.) Meanwhile in the past commodity chip prices and the like were falling, Dell places the order and the goods are delivered, Dell packages and ships it. If I were doing the amzn logistics model I would try to achieve the same economies... of course they don't have them yet, but they probably don't even have the software in yet. At the same time there are issues of transportation etc. on a low end item book or cd vs. a high end monitor, you'd have to look at that, it may make sense from a cos standpoint to warehouse the items because it is cheaper to transport them in bulk vs. ordering them jit and paying piecemeal transportation costs, I don't know. Well, I haven't seen any of their analyst presentations so I don't know whats going on over there, you may be right they are after another model vs jit/scm. I do know Amzn was recruiting former Dell people and Oracle ERP people pretty aggressively at one point.