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

To: Bob Kim who wrote (82240)	10/28/1999 1:20:00 PM
From: Lizzie Tudor	Respond to of 164684

Ummm, I think he'll leave it be, no downgrade. But isn't it trading higher than his targets right now? (I'll have to check your site). Etoys is really moving a lot of goods but they are coming off a lower base. I don't know what Henry is thinking but here is what I am thinking... the real issue for Amazon is the revenue. It seems to have stalled around 350mm for all but the xmas qtr. I expected higher rev growth in here, there is a saturation point for these retailers we weren't expecting... we saw the growth rates stall for page views in the summer, now its happening in retail. Therefore, etoys will probably move to this level this xmas and stall after that, so why should Henry downgrade? At this point I see no reason to buy etoys stock though.