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

AMZN 224.39

-3.7%

12:02 PM EST

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To: Alomex who wrote (124076)	4/24/2001 8:59:24 PM
From: Glenn D. Rudolph	Read Replies (1) of 164685

As per the conference call Amazon expects to finish Q4 with $900 million in the bank. This would imply accounts payable of over 70% of sales. This makes no sense... any guesses about how they expect to achieve this without issuing new debt? Alomex, I have no guesses. I can't reconcile their numbers. I still can't from Q1. I believe we are going to see a lot of jouralists and maybe the analysts (if they want to really do their job) asking a lot of questions the next few days. The margin improvement makes no sense. Also, if vendors are not having a problem with Amazon's working capital, why did payables as a percentage of sales, fall? The shows a weakening of the negative cash flow model so highly touted. I would think Amazon would want to string out payables if the vendors permit. I really would like to ask management questions and know I will never have the chance:-(

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