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

AMZN 229.38

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3:31 PM EST

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To: Eric Wells who wrote (107028)	8/9/2000 1:37:21 PM
From: Lizzie Tudor	Read Replies (2) of 164684

$500 million in revenue (the amount by which Cisco beat revenue projections) Cisco was guiding the street to 5.4 billion which is 52% y/y, which in itself would be awesome for a company that size. Last quarters y/y was 55.1% They came in with 5.7 which is 61% y/y, about 200mm more than the most optimistic predictions I saw. Every quarter people wonder if this is the one when growth decelerates for cisco. Its not happening - the "smaller" companies (which are also huge in absolute terms) like NT are actually growing at a slower pace than cisco. This makes me think Cisco will eventually eclipse all of their revenue - this being NT, etc.

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