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

AMZN 221.24

-0.6%

Dec 17 3:59 PM EST

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To: Bill Harmond who wrote (11529)	7/23/1998 1:32:00 PM
From: Tom D	Read Replies (2) of 164684

<<<Barnes and Noble reported a sequential online sales increase of 14% this quarter, and Amazon 33%. What more needs to be said?>>> I think the 14% increment for BKS was from Q4 to Q1. BKS really did not advertise/promote much in Q1. Q2 revenues will be quite interesting, but I think they aren't due out for another month or so. BKS revenue growth should exceed AMZN's 33%. But since the BKS growth will come from a smaller base, it's more difficult to know how to interpret the numbers. Probably will be best to put the BKS numbers into the context of the history of AMZN's early revenue growth. Of course, AMZN had no meaningful competition until Q2 '98, so it may be unrealistic to expect BKS to match AMZN's record in 1997. Anyway, the earlier AMZN numbers are at post #10005 on this thread..... www3.techstocks.com Best Regards, Tom

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