"Amazon's very clear their goal is maximize absolute dollars to the extent that they're benefiting from e-commerce," says Josey. "Margins are important, absolutely right, but if overall dollars are growing that's the key thing."
As for Kiva Systems, a robotics manufacturer Amazon is buying for $775 million once the deal wraps this quarter, it's too early to tell when the benefits of the acquisition will kick in. Szkutak admitted during the call that Amazon must still figure out how to implement the technology in all their warehouses.
