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

AMZN 226.10

+2.5%

Nov 24 3:59 PM EST

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To: H James Morris who wrote (102897)	5/7/2000 1:14:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

Glenn, then your projections must be wrong. You don't think that the 12 most respected Wall Street analysts could be wrong? Glenn, these guys have 25 MBA's crunching #'s on super computers, while you and are counting on our fingers.<vbg> James, You are 100% correct. The analysts have been wrong ever since they started coverage of Amazon LOL. Note the operating model was to be virtually inventory free and Amazon could pay for their products long after they had the customer's money. End of Q1 2000: Gross sales $574 million Inventory $173 million Excluding mark-downs which there will be pleanty of due to toys and electronics in Q4 of 2000 what is the inventory turn?? <VBG> This story is getting far out and the analysts are really really reaching now. When was the last time you heard about how great this model is due to no need to carry inventory and having cash up front?

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