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

To: Bill Harmond who wrote (57117)5/17/1999 4:28:00 PM
From: Glenn D. Rudolph  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.

William,

At least we both agree on cause and affect. We also do have a consistant debate on this issue and time will tell. I believe the negative carry back will be affected even more than I am stating. The is the reason for the large expenditures in distribution centers. It is not exactly like Dell. Dell has a finte number of components of just in time but AMZN has millions.

Glenn



To: Bill Harmond who wrote (57117)5/17/1999 4:29:00 PM
From: Mark Fowler  Respond to of 164684
 
Thanks William i understand... As long as sales are increasing then the decision to carry more tiles to met that demand would be more important than not having the inventory. Inventory is what i want to watch closely and i know the bears are too and will pick this one to death. I believe their JIT is one advantage that Amzn has over their competition. Where's Sarmad? ;-)


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