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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.55-1.6%3:59 PM EST

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To: umbro who wrote (10072)7/12/1998 10:08:00 AM
From: Glenn D. Rudolph   of 164684
 

This says that the cost of online advertising will likely go up.
Sounds like another cost item on AMZN's P&L is going to be increasing
and not decreasing.


Gary,

This was in the YHOO conference call regarding YHOO's ability to raise advertising rates. It seemed to me as you stated, the cost of high traffic real estate on the net will go up. This is a big negative for AMZN but no one seemed to notice. Meaning the analysts have not yet increased AMZN's estimated losses since the YHOO conference call.

Glenn
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