Jamie Kiggen Amazon Quotations

While it's imprecise to extrapolate trends from a single distribution center, in our view the activity levels at this facility demonstrate that Amazon is highly likely to meet or exceed our December quarter revenue estimate of $1 billion. Shipment levels appear to be at least on plan, with a very high backlog of orders to be filled.

The general takeaway from our moonlighting is that Amazon is executing on its near-term and long-term financial and operating goals. Customers are plentiful and active, customer service levels are high, and operations are becoming more efficient.