Jeff Bezos has long time horizons! As an investor who can't imagine anything past the next quarter's results, this makes me angry.
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Replying to @gdeglin
@gdeglin@paulbaumgart How fast can that supply chain ramp up? Erring on the side of overproduction is probably safer.1 reply 0 retweets 1 like -
Replying to @TheJakeSchmidt
@gdeglin@paulbaumgart $83M unsold inventory / ~$200 BoM = <400k Fire Phones. Galaxy S5 sold 5M in May, so 0.5M phones seems reasonable.1 reply 0 retweets 1 like
Replying to @TheJakeSchmidt
@TheJakeSchmidt @gdeglin We'd need to know how much testing and research they did before ordering those 0.5M to really judge, I suppose.
11:04 PM - 24 Oct 2014
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