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

To: H James Morris who wrote (102905)	5/7/2000 1:36:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn re:amzn cash. You need to add in the cash they'll get from the likes of Drugstore.com. I know we've questioned these deals in the past but these transactions from an accounting point of view will take place...even if in reality its a phantom deal. Amzn can record Drugstores note as income and cash I believe. James, I took a while to reply to Williams question regarding cash burn. The reason being was I was looking up the cash burn rates and projections of all the firms with which Amazon has a deal in which Amazon receives cash for placement on their site. I could not find one of these firms (by the way everyone was a KP child) that had enough cash to pay Amazon a penney by the time their contract indicated they had to pay. At the current cash burn rate of these firms, they need to issue junk bonds or a secondary to pay Amazon anything. The market at present, does not seem like it wants to give them a lot more money. Maybe KP will "loan" them a couple billion.