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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.52+0.1%Dec 26 9:30 AM EST

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To: igor who wrote (11303)7/22/1998 5:18:00 PM
From: llamaphlegm  Read Replies (1) of 164684
 
Glenn, Igor, John Ke:

I've heard a .33/share loss and .44/share loss -- which is it? Is one forward looking pro forma and one for past quarter or does the former exclude any kind of extraordinary expenses, one time charges etc.???
What is up.

John:

Note what was not announced.

1. No major m&a activity.
2. No stock split.
3. No break out of music business.
4. No extension into new lines (guess TMF will have to buy its perfume, cigars, toys, and videos elsewhere in the interim).
Also, you had suspected that cpq and intuit announcement would merely be a prelude to bigger stuff, does it now seem to you that it was merely to keep price pummped up til earnings ... i still can't really crack that nut.

IMHO stock is toast over the next 2 quarters. Slowing q-to-q growth and a slower growth rate than bks.

LP
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