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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 244.25-2.0%3:59 PM EST
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To: llamaphlegm who wrote (10755)7/17/1998 10:32:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
"well, mr. bcst, ceo, you see we thought that
you could only get $18/share, turns out we were off by a factor or 3.5 -- sorry"

Just a small error<G>

What do you think about alternatives for market reaction to a favorly quarterly -- i'm
assuming that it's a forgone conclusion that they'll beat estimates -- i just don't know how
that will be interpreted.

I find the estimates to be devastating so I cannot rationalize a positive reaction to anything they have to say. I believe a breakdown in revenue ctaking out the new acquisitions to explain the revenue growth would be in order. Management will not do that. That gives information that the long investor will not like at all.

I anticipate an acquisition of EGGS to be announced on Wednesday, losses mostly in line with expectations and revenue growth slowing but not as much as it is really slowing due to the added revenus of the acquired companies. The balance sheet will look terrible but no one will care. I expect to hear again how they would be profitable without marketing which of course has the costs of operations in it. I am at a loss for the market reaction since I cannot understand anyone going long for the last two months.

Glenn
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