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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: 16yearcycle who wrote (27355)	11/20/1998 11:54:00 AM
From: Mike M	Read Replies (2) of 164684

Actually that is very good counsel...I saw it once the day PRST hit 200.... But part of the problem with your logic is the what if.... #1 I doubt they are on pace for $350M but, giving you the benefit of the doubt, say you are correct....How then do you factor in the seasonality of their business...Suddenly, we are talking about a company that is not likely to see sequential growth... This quarter is the Xmas season not expected to be the greatest one ever but still most retailers will grant you that it makes or breaks them... So where does Mr Bezos go to experience this sequential growth that you are proposing, next quarter?...Many retailers expect 50-60% of their business during the Xmas season... I think this is why Glenn and other see a bleak picture for NZMA as we delve into the 1st quarter next year.... Can't say I disagree....Just maybe the insiders see that handwriting on the wall. But, Mr B has fooled us before, and as long as the financial market-place buys into the story the shorts will have to mind their P's and Q's.... Regards, Mike

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