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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 247.35+0.4%Jan 9 9:30 AM EST
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To: hdl who wrote (123247)4/9/2001 3:03:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
amzn may do better than expected; it may make a real profit next year; it may b the wave of the future; bezos may b the man

HDL,

I know that is the good cholesterol but let's look at your above comment. I happen to know (I wonder how I know these things) what the analyst's consensus was for Q1 2001 prior to the lower guidanced given by Amazon's management in January. Could you please post to me what the prior revenue estimates were, the prior proforma loss and the prior cash position expected for Amazon prior to lowering guidance in January 2001? You stated Amazonis doing better than expected and as of last fall the numbers I am asking for are what was expected.

In August 200, Jeffie stated that the Amazon cash balance would never drop below a certain number. Do you happen to know what that number was? I will give you a hint. Blodgett was $100 million below Jeffie's number.

I am quite sure you know these numbers because you claim to be long Amazon and of course, doing good due diligence, you would not overlook what was ecpected prior to lowering guidance. That would not be very good FA would it?

and the thread is awfully quiet


I am not quiet. Actually, I am busy running my profitable retail store on-line and off. I do keep tabs on Amazon and I know how they work so let's compare those numbers shall we?

Thank you.

Glenn
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