Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (64292)	6/23/1999 10:37:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

RE: KIS' 1400 "contracts" position on 6/16/99: "For the record, my current positions: 300 contracts AOL Jul 105 strike 400 contracts AOL Jul 110 strike 500 contracts AOL Jul 115 strike 200 contracts AMZN Jul 100 strike" were these puts or calls? Where is the decimal point? Post 62949 Message 10147988 Sam, Thank you for digging that out. They were puts according to KIS. Glenn

To: Sam Citron who wrote (64292)	6/23/1999 10:59:00 PM
From: Glenn D. Rudolph	Respond to of 164684

May Highlights: * We were relieved to see that the decline in web users last month was not a trend in May. Web users climbed from 61.1 million in April to 61.9 million in May. * The ranking of the top five networks remained unchanged in May. AOL Sites (AOL; D-1-1-9), maintained the No. 1 position with 65% reach (down 1 point). Microsoft Sites remained No. 2 (52%, down 1). Yahoo! Sites retained the No. 3 spot (51%, flat) while Lycos remained in the No. 4 position with 48% reach, up 1 point. No. 5 Go Network dropped 1 point to 34%, while No. 6 GeoCities (32%, flat) and No. 7 the Excite Network (28%, down 1 point) maintained their positions. * AOL Sites maintained the No. 1 position in reach, but time and pageviews matter too - and relative to Microsoft and Yahoo! in these metrics, AOL's web properties are still weak (we should emphasize that the web ratings include only AOL's web-based properties; the AOL service and Compuserve are dominant in reach, time, and pageviews in the online service market). The average AOL user spent 25 minutes on the sites in the month (up 1) and generated 28 pageviews (up 1) — about half as many pageviews as Yahoo! (65, up 1) and half as many minutes as the average Microsoft and Yahoo! user. * Yahoo! (YHOO; D-2-1-9; $158 7/8) again remained ahead of Lycos (LCOS; D-2-1-9; $96 5/8) in overall reach. In addition, Yahoo!'s minutes and pageviews--important when it comes to monetizing traffic--are still much higher than Lycos' and among the highest in the industry: Yahoo! users spent an average of 65 minutes (flat) on the sites in the month and looked at 65 pages per month (up 1), more than 4X as many minutes and pageviews as Lycos users. * Microsoft's overall reach fell a point to 52%. Microsoft's minutes and pageviews continued to be among the highest in the industry: 64 (down 2) and 44 (up 1). * The reach of the Go Network, the new Infoseek-Disney property, fell 1 point to 34%, but pageviews and minutes remained relatively unchanged. * Amazon.com's (AMZN; D-2-1-9; $123 1/2) reach increased again (16%, up, ) suggesting that it is continuing its transformation into a “shopping portal,” which we believe could ultimately generate significant advertising and e-commerce revenue, in addition to retail sales. The reach of Amazon consolidated Sites also increased slightly (17.5%, up ) and moved into the No. 9 position of the top 10 ten consolidated networks. To put this in context, Amazon's reach is now higher than AltaVista Sites. Comment United States Internet Software & Svcs 22 June 1999 Henry Blodget First Vice President Monthly Web Ratings Analyzing the May Data Reason for Report: May Web Ratings Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department RC#30217308 Industr y