Amazon.com, Inc. (AMZN) Message Board

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

AMZN 221.36

-0.5%

1:53 PM EST

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To: Glenn D. Rudolph who wrote (115142)	1/12/2001 7:13:27 PM
From: schrodingers_cat	Read Replies (3) of 164684

Re ARBA: Looks like they failed to meet people's expectations. Two quarters ago they beat by 3c and grew revenues 100% sequentially. Last quarter they beat by 5c and grew revenues by 67 % sequentially. Given the optimism around the company many probably expected them to repeat last quarter's performance. Instead we get: Beat by 3c and grow revenues by only 26%. Looks like their growth rate is slowing down very quickly! This impression is confirmed by their future guidance, which looks low even allowing that its conservative. Its also backed up by the fact that they are giving customers more choice as to how they buy the software, so as to boost sales. Let's look at this another way. In the third quarter ARBA added $54m to their revenue. I'm sure people expected them to add as much or more this time. Instead, last quarter they only grew revenues by $35m. So what I'm saying is, today's sell-off should have come as no surprise.

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