Amazon.com, Inc. (AMZN) Message Board

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

AMZN 229.60

+1.5%

3:59 PM EST

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To: Winston Lee who wrote (61374)	6/9/1999 9:41:00 AM
From: Glenn D. Rudolph	Read Replies (1) of 164684

1) AMZN can easily make money (if it wanted) by vc business. It already has huge unrealized gains in drugstore.com and other companies, if they were to go IPO. However, AMZN is engaging in vc to improve its strategic business, not be a CMGI (I hate CMGI!) IPOs in the nets are not doing well. 2) The most important number that investors should be focusing on is not EPS, but free cash flow. AMZN's EPS is similar to its free cash flow, but in case of Barnes & Noble and other retailers, free cash flow is significantly less than EPS, in many cases negative. The beauty of AMZN's model is that when it kicks into gear, the free cash flow number will go through the roof. Actually, the business model has chaned to carry lots of inventory. Why will the free cash flow go through the roof??? Glenn

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