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

AMZN 229.12

-0.2%

Nov 26 3:59 PM EST

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To: H James Morris who wrote (23469)	10/28/1998 9:08:00 PM
From: llamaphlegm	Read Replies (2) of 164684

hjm: from tmf ... btw, financial journalists are by and large about as intelligent as amzn bulls ... yesterday the dumb-asses on cnbc announce that ebay misses estimates at .02/share, then a half hour later says, oh well that included the non-cash charges, so they actually beat estimates at .05/share 00 yeah whatever ... today, the geniuses first report at 5:00 a loss of .90/share, then later parrot the company's party ... uh folks did they or did they not pay something for those companies ... if so, it's a charge and they lost .90/share ... and the currency they used will soon be diluting earnings ... lp hmmmm .... if we assume best case scenario for amzn's book sales -- that is 000 sales last quarter for music and 14.4 mm or so this quarter and the aforementioned subtraction is correct (it is) then we have q1 -q2 growth in book sales of 31.8% and q2-q3 growth in book sales of 19.8% does anyone see a trend here? still, the music sales are impressive (though in a much smaller potential market, and with a heavy competitor already established cdnow-ntki (which may soon be taken over by bert-bks) and with Tower's ceo announcing that they'll be online soon as well) ... it would seem that they'll need to keep expanding into different product lines and capture massive market share quickly which should be easy given all the free cash flow it has to put toward advertising ... any word on the video sales??? reel.com etc. may be real competition ... software sales .... etc. i don't think that i've ever posted a conspiracy theory type of post, and i'd like to think that this one does not qualify either, but if you were bezos and if you were the kleiner perkins crew and your stake in amzn was worth 10s -100s of millions of $$$, why wouldn't you just take a few million each quarter and crank up the company's sales -- nothing illegal and economically a perfectly rational thing to do ...

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