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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (68740)7/22/1999 12:59:00 AM
From: McNabb Brothers  Respond to of 164684
 
William,

Gosh I feel like I know you be than my wife, for some odd reason I knew you would love the report! I do respect you for it also! Good night and we will see how the market likes it in the morning, leaving at noon to take the wife and kids to the best show capital of the world Branson, Mo. for a long weekend!

Hank



To: Bill Harmond who wrote (68740)7/22/1999 1:17:00 AM
From: Jeff Dryer  Read Replies (2) | Respond to of 164684
 
>#1 online toy reseller after two months.

If this is true, it doesn't say much about the Web does it?

Tens of thousands, maybe a hundred thousand of the brightest entrepreneurial types in the World have been focused on the Internet for the last 4 years... and it only takes Amazon.com two months to become #1 at toy selling? There must not be very much toy selling going on via the Web.

I don't get it?



To: Bill Harmond who wrote (68740)7/22/1999 1:23:00 AM
From: GST  Read Replies (1) | Respond to of 164684
 
William <Enough cash on hand to finance operations and expansion indefinitely> What is 'indefinitely'? Six months? A year?



To: Bill Harmond who wrote (68740)7/22/1999 1:39:00 AM
From: Eric Wells  Read Replies (3) | Respond to of 164684
 
>>#1 online toy reseller after two months.

In Amazon's press release today, Bezo's states: "And looking at the first few days of sales in our new toys and electronics stores, we're shocked and grateful. In fact, we believe we're already the #1 seller of children's products online." The release did not provide any hard data to back up this claim that they are the #1 seller of children's products online. Was data provided in the conference call to support this? I believe it is irresponsible for a CEO to say "we believe we are #1" without providing data to back it up.

-Eric



To: Bill Harmond who wrote (68740)7/22/1999 2:01:00 AM
From: Dwight E. Karlsen  Respond to of 164684
 
>Enough cash on hand to finance operations and expansion indefinitely.

That would be nice for consumers. "Amazon will subsidize you buying online indefinitely. When we run out of cash after 5 years, we'll simply float another bond issue. We do this because we want to give you the ability to buy books and toys and CDs online".

How generous. Gotta love their community spirit.



To: Bill Harmond who wrote (68740)7/22/1999 2:03:00 AM
From: Suresh  Read Replies (1) | Respond to of 164684
 
Current run rate $1.25 billion. Sales reaccelerating this quarter, and Q4 could see the same sequential revenue growth as last year...almost 70%. Mary Meeker will be all over this last part.

I don't think they implied that in the CC. They said that it will be nice if it is 70% but they have no good visibility to predict that growth rate. Only thing that they said is that the increase in revenue growth going forward will be greater than current quarter.



To: Bill Harmond who wrote (68740)7/22/1999 2:03:00 AM
From: Chung Lee  Read Replies (1) | Respond to of 164684
 
>> #1 online toy reseller after two months.

Two months? What took them so long? ;-)

I thought toys and electronics started only two weeks ago.



To: Bill Harmond who wrote (68740)7/22/1999 7:45:00 AM
From: McNabb Brothers  Respond to of 164684
 
William,

I saw what you heard, but I would really like to know your thoughts on some of my questions and points I mad in my post. Believe it or not I'm not like most shorts, for I do like to read the good and the bad and I'm not in any way married to my position such as KISSYPUTS&CALLS and a few other shorts on this thread get at times. Thanks in advance.

Hank



To: Bill Harmond who wrote (68740)7/22/1999 8:21:00 AM
From: Tom D  Read Replies (1) | Respond to of 164684
 
Where did you hear all that good stuff about AMZN?

If it is privileged or sensitive, please just say so. Did they do a conference call already?

Thanks,
Tom