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

To: Mark Fowler who wrote (57115)	5/17/1999 4:16:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

I don't think so. Amazon is like Dell. They use just-in-time supply chain management. Inventories are growing because of some model changes (the decision to carry more titles) and sales are growing. But the negative carry isn't affected to any degree near Glenn's guess.

To: Mark Fowler who wrote (57115)	5/17/1999 4:24:00 PM
From: Glenn D. Rudolph	Respond to of 164684

William structural in the way they handle their inventory, right? Glenn is talking about the variation of this number from last qtr. to this qtr. Wouldn't that be a seasonal factor? Mark, It is both. The structure of the business would permit this negative carry back if not too much inventory needs to be on hand. The real issue is how fast can AMZN turn on hand inventory? It surely turns faster during the holiday season so it is seasonal. The other issue is how little inventory can they carry and still get bulk buying pricing. I believe this is why AMZN is so controversial. Glenn