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

To: Glenn D. Rudolph who wrote (57125)	5/17/1999 4:32:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Glenn, If sales are increasing 300%, it's ok to have inventories grow 300%. So far Amazon has managed their business with inventories at 3% of run-rate. Any other retailers you know do that?? Why is it I keep winning our debates?? [bait here] Could it be that Amazon really does have a good model?? [hook here] :)

To: Glenn D. Rudolph who wrote (57125)	5/17/1999 4:38:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Dell has a finte number of components of just in time but AMZN has millions. Yes but one good thing that amzn has is a finite number of suppliers. Dell has many many more, mostly fly-by-night asian computer parts distributors. I'm not sure which is worse, more suppliers or more individual piece parts. Edi - btw I'm looking in depth at the B&N site today to answer your questions and contrary to what I thought, it now looks like a reverse-engineered amazon site. That was not true the last time I looked. So, you may be correct there is no difference really between the 2 sites information-wise other than 1) pure # of author comments on the site, 2) amazon "eyes" where they track an author/genre, etc. However from an investor standpoint I'm not sure I feel good about an online venture that simply reverse engineers somebody else's site. It makes me think they don't have anything creative to add to the party.