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

To: Bill Harmond who wrote (103025)	5/9/2000 2:07:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

William, I will likely not have time to complete my projected cash flow analysis until after Mother's Day. However, I desire latitute to use GAAP when creating and posting the spread sheet. Amazon's typical income statement is convoluted in my mind and it would take me far longer to do the numbers using their methods. I do cash flow analysisiyearly for my business for the bank and do use GAAP for the bank to approve my line of credit. Therefore, I would desire to model this with fulifillment expenses in the cost of goods sold. This will not affect the bottom line or cash burn but it will move a lot of costs from marketing to cost of goods sold. I will leave out amortization and depreciation since we are not working on a bottom line number. I will place the charges for shipping in gross revenue. This way I can create an actual picture of marketing costs and I can forcast I believe more accuratly. Is that fine by you?

To: Bill Harmond who wrote (103025)	5/9/2000 8:48:00 PM
From: Victor Lazlo	Respond to of 164684

<<..a couple examples? I can't think of any examples of Amazon's management promising anything they didn't actually deliver.>> William, how about profitability in 1999? or was it to be 1998? And how about the lousy (untruthful?) guidance that amzn is giving the analysts that causes these analysts to change their projections on a regular basis, and for the current year's quarters? It really is deplorable and highly unprofessional. These analysts all look like complete idiots. Lies, incompetence, or a mixture of both from AMZN are undoubtably the main cause of it. Victor