SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.22+1.8%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jan Crawley who wrote (23324)10/28/1998 1:02:00 AM
From: Rob S.  Read Replies (1) of 164684
 
yes, thanks Charles.

I don't think earnings is what analysts (and even anals) will be mostly focused on. AOL turned in impressive numbers for new customer ads and are set to introduce several e-commerce initiatives, including something called "quick-buy" or something like that that allows people to buy from a large number of vendors (a Whos-Who of retail) without registering their credit card info and vital stats for each one. The roll-out will begin next week. Lots of other interesting stuff they were all excited about - and analysts seemed to like.

Now the onus is on Amazon.com to show that they are continuing to grow at a rapid pace and will role out innovative new programs that will add to their ability to maintain momentum. Otherwise, IMO, the sales momentum game will begin to be seen as being in jeopardy. One of these days the anals, even young Jamie, will recognize that momentum can be lost as competition enters the picture. If registered customers hasn't grown by at least 10% over last quarter, Amazon is headed much lower, IMO.

Earnings (losses) are almost meaningless because analysts and investors have bought into the rationale that Amazon is buying market share. If that premise starts to become tarnished, then what else is there? Heck, at this point just throw out 20 million fresh shares to dilute the losses and the earnings looks much better!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News