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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.61-1.6%12:33 PM EST

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To: Mark Fowler who wrote (5469)6/10/1998 10:29:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
However, with the high growth
in this industry, i would not be surprised if they surprise the analyst in their Revenue
growth for this qtr. They have surprised every qtr. so far and last yrs. 2nd qtr. was an
18% surprise up about 6% from that previous qtr of '97.


The landscape has changed a lot since last quarter. BKS has become an agressive advertiser. Borders did open their site although it is clear it is not quite ready. Page views at Amazon have decreased according to Relevent Knowledge.

My point is Amazon was the only game in town of any size u until last quarter. BKS was there but without real conviction.

Glenn
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