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: Sandman who wrote (99320)	4/6/2000 2:34:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Internet / e-Commerce ? 5 April 2000 4 Quarterly Outlook Conference 4/ 5/ 00 Expected Call Merrill Lynch E Year Ago Consensus Company Name Ticker Rating Price Reporting Date Time Rev. EPS Revenue EPS EPS Comments 24/ 7 Media (pq) TFSM D- 1- 1- 9 Week of May 8th TBD $39.3 (0.53) $11.5 (0.42) (0.49) Upside to revenue and EPS. Amazon. com (q) AMZN D- 1- 1- 9 26- Apr TBD $545.0 (0.36) $294.0 (0.12) (0.36) Some upside to revenue estimate. America Online (p) AOL D- 1- 1- 9 18- Apr 5pm $1,762.0 0. 09 $1,253.0 0. 05 0. 09 Modest EPS upside. Barnesandnoble. com (pq) BNBN D- 2- 1- 9 27- Apr TBD $61.8 (0.20) $32.3 (0.17) (0.19) Some revenue upside. buy. com (qp) BUYX D- 2- 1- 9 20- Apr TBD $186.0 (0.29) $107.9 (0.14) NA Upside to EPS. CMGI (q) CMGI RSTR* 9- Mar TBD NM NM NM NM NM Revenue and EPS upside. Doubleclick (q) DCLK D- 1- 1- 9 18- Apr TBD $102.9 (0.09) $39.4 (0.07) (0.11) Modest revenue and EPS upside. EarthWeb (q@) EWBX D- 2- 1- 9 TBD TBD $12.6 (0.72) $5.8 NM (0.72) Modest revenue upside. eBay (q) EBAY D- 1- 1- 9 Last week of April TBD $79.0 0. 03 $42.8 0. 04 0. 03 Revenue and EPS upside. Etoys (pq) ETYS D- 2- 1- 9 Last week of April TBD $23.0 (0.32) $6.1 (0.10) (0.32) Modest revenue upside. Excite@ Home (q@) ATHM D- 2- 1- 9 19- Apr TBD $142.1 0. 00 $78.7 (0.02) 0. 00 In line. Homestore. com (pq) HOMS D- 2- 1- 9 19- Apr TBD $30.0 (0.17) $10.4 -$ 0.3 (0.16) Upside to revenue and EPS. Infospace (q) INSP D- 2- 1- 9 26- Apr After Close $16.0 (0.12) $5.1 (0.01) (0.12) Revenue and EPS upside. Inktomi (pq) INKT D- 2- 1- 9 18- Apr TBD $36.1 (0.03) $15.2 (0.07) (0.02) Upside to revenue and EPS. Internet Capital Group (qp) ICGE D- 2- 1- 9 Mid May TBD NM NM NM NM NM NA iVillage (pq) IVIL D- 2- 1- 9 27- Apr TBD $19.2 (0.95) $6.5 (0.96) (0.95) Modest upside to revenue. Lycos (p) LCOS D- 2- 1- 9 3rd Week of May TBD $75.1 0. 05 $35.1 (0.01) 0. 05 Modest upside. MyPoints (qp) MYPT D- 2- 1- 9 TBD TBD $12.4 (0.51) $1.3 NM (0.51) Revenue and EPS upside. Pets. com (pq) IPET D- 1- 1- 9 TBD TBD $5.6 (1.60) NM NM (1.55) Revenue Upside. Priceline. com (pq) PCLN D- 2- 1- 9 Last week of April TBD $225.0 (0.06) $49.4 (0.12) (0.06) Upside to revenue, EPS. Quokka Sports (pq) QKKA D- 2- 1- 9 TBD TBD $7.9 (0.37) $0.9 (0.20) (0.36) Modest revenue upside RealNetworks (q) RNWK D- 2- 1- 9 18- Apr TBD $48.0 0. 04 $24.4 (0.01) 0. 04 Modest revenue and EPS upside. VerticalNet (q) VERT D- 2- 1- 9 Week of April 24th TBD $18.0 (0.52) $1.9 (0.20) (0.53) NA Webvan (pq) WBVN D- 2- 1- 9 TBD TBD $12.5 (0.14) $0.0 ($ 0.10) (0.13) Modest upside to revenue, in- line EPS. Yahoo! (q) YHOO D- 1- 1- 9 5- Apr 5: 00 pm EST $204.9 0. 09 $103.9 0. 03 0. 09 Upside. Source: Merrill Lynch Internet Research and First Call Data. Consensus EPS est., is from First Call. *RESTRICTED. SOLICITATION OF COMMISSION ORDERS IS PROHIBITED.