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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 226.99

-1.1%

Dec 8 3:59 PM EST

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To: Edward Burgener who wrote (2521)	3/29/1998 2:32:00 PM
From: Gary Korn	of 164684

Compare quarterly revenue growth for AMZN and BKS. Notice that: 1. For Barnes & Noble, 4Q sees a Christmas spike each year. How much of such a spike was included in the AMZN 4Q97? 2. AMZN revenue growth doubled every quarter in 1996. In 1997, that growth moderated, but spiked with the Christmas quarter. Will revenue growth moderate still more in 1998? 3. AMZN can only get so large revenue-wise. BKS, which sells through stores, on the net, etc., has quarterly revenues of about $600MM. AMZN, which sells through one source (the internet) has sales that are approaching $100MM/quarter. There is a limit somewhere, and it will impede the rate of revenue growth. Not to mention that other companies are coming into the same market (Random House is the latest). 4. Not everyone wants to buy books on the net. Many people (myself included) enjoy flipping through real books on the displays, and enjoying the experience of just being in a bookstore. BKS (Barnes and Noble): 1994 1995 1996 1997 1Q 320MM 402MM 509MM 596MM 2Q 351MM 420MM 524MM 618MM 3Q 359MM 432MM 533MM 615MM 4Q 593MM 723MM 882MM 969MM AMZN: 1996 1997 1Q .8MM 16MM 2Q 2.2MM 28MM 3Q 4.1MM 38MM 4Q 8.5MM 66MM Gary Korn

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