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: Tim McCormick who wrote (76106)	9/1/1999 12:29:00 PM
From: Bob Kim	Respond to of 164684

Tim, It's no surprise that analysts can have differing agendas. A couple examples isn't really definitive. I do wonder if Faye Landes would share her TWP colleague's enthusiasm for ETYS if she were following it. In general, companies and analysts tend to embrace or disparage certain stats based on whether they turn out to be beneficial or not. Getting back to the article's customer account growth and revenue stats: How would you interpret Henry Blodget's July move with BNBN. He lowered his incremental account estimate for 2000 by 18% and raised his revenue per account estimate by 14%. The end result was a 0.2 million reduction in his 2000 revenue estimate. All of this came after the company "blew away" his estimates for 2Q99 and he raised his 2H99 revenue expectations by 15%. Bob