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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 239.30-1.0%Jan 30 9:30 AM EST

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To: Oeconomicus who wrote (146061)8/23/2002 6:24:56 PM
From: Lizzie Tudor  Read Replies (3) of 164685
 
I mostly posted that because of the "and implies continued rev growth acceleration." comment, and how it pertains to a double dip some are looking for.

But wrt Amazon,

Didn't they add some new major categories in the last year?),

No, not that I know of. Unless you want to count the boutiques (the Harry Potter store, etc.).

At this rate of progress, they will never be able to repay their debts.

Looking at the 10Q's-
jun sep dec

2001 667 639 1115
2002 805 830 est ???

The jun and sep qtr's usually track, with the summer being a little slower. If the dec qtr is typical of almost a double of sep, it will be in the 1.5bb range, 36% more than last year. A lot of "if's" I know but sometimes a trend is all you have to go on. My personal opinion is that amazon is going to have a blowout xmas, I believe retail will be strong and after all this consolidation in e-tail they are going to scoop up a bunch of biz. We shall see.
L
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