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

AMZN 234.37

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Dec 2 3:59 PM EST

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To: Glenn D. Rudolph who wrote (47366)	3/25/1999 8:57:00 PM
From: Skeeter Bug	Read Replies (1) of 164684

gdr, retail revs were down 16% - first time pc revs were ever acknowledged to be negative in the history of the pc. sales slowing for 3 years and running. now negative. still declining. no turn around in site. channels are stuffed. sub $600 pc is 20% of the market (0% last year). $299 pc coming shortly. y2k concerns mounting. dell says revs will sequentially increase in mid single digits (30%??? down from 60%???). dell says they have to lower prices. two rev misses in a row for dell - the first time in 4-5 years they even had one rev miss. caveat emptor.

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