Amazon.com, Inc. (AMZN) Message Board

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

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

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To: Lizzie Tudor who wrote (110532)	10/15/2000 7:11:39 PM
From: Glenn D. Rudolph	Read Replies (2) of 164684

1) They are not recognizing revenue agressively. They are deferring a lot, and pushing out the sales cycle. Liz, The deferred revenue exceeds the accounted revenue so it is far better than it appears. Deferred revenue is $153 million but no one here seems to count that? I like companies that are conservative. Ariba is cash flow positive so additional financing is not an issue. I would love to compare the FA of ARBA to that of AMZN sometime but not today. I had stated on numerous occasions AMZN cannot make it, they were aggressively counting revenue and and were burning a lot of cash. Nothing has changed their. AMZN will need funds again this spring. I have no clue how AMZN and ARBA can be compared. Glenn

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