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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)	8/24/2002 4:57:43 PM
From: Glenn D. Rudolph	Read Replies (1) of 164685

"Liz, looks like good yr-yr growth (Glenn, is the yr-yr comparison valid? You know, "same store sales" basis. Didn't they add some new major categories in the last year?), but they are still losing money. " Bob, I do not know how to truly compare same store comparisons with Amazon. Almost all their growth in revenue during the last three quarters has come from their overseas operations. I can't think of any real categories they have added that would reflect in this quarter except apparel from Target. I am not sure those sales are occurring as of yet and I suspect the revenue should be booked to Target except for Amazon's small percentage cut. Amazon is still gaining service revenue fees from what I read. That at least has decent margins. There was a lot of talk a bit ago about a change in their agreement with Toys R Us. I am not sure if that was modified. I can't see how cots will decrease with an increase in the cost of shipping which is a major factor to them. I believe waiting for the actually numbers makes sense in that this is fruitless. Just my opinion too.

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