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

AMZN 220.66

+1.6%

Nov 21 3:59 PM EST

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To: Randy Ellingson who wrote (111636)	11/5/2000 6:30:12 PM
From: patron_anejo_por_favor	Read Replies (1) of 164684

<<Let's check in with this one, when they report for Q4>> Fair enough. <<Cash and marketable securities at year-end are expected to be over $1 billion. It's this last one any short would be most interested in, right?>> Absolutely right. Problem is, the number they're reporting currently for cash and marketable securities is hotly disputed (to say the least)...Their balance sheet is as impenetrable as the Amazonian jungle. Early hint: if they're sitting on a billion in cash, they probably won't need to go to the debt or SPO markets next year (but Bezos has been already hinting that he's planning on going back to the trough once again). Regards, Patron

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