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

To: Victor Lazlo who wrote (106179)	7/15/2000 8:08:40 PM
From: Bob Kim	Read Replies (2) \| Respond to of 164684

Victor, I don't know about SSB, but HB has AMZN generating EBITDA of $419 mil in 2002 and $2.3 billion in 2005 under his "Aggressive Case" scenario. Interestingly, under his "official" scenario, he has 2Q01 revenues increasing 15% sequentially over 1Q01 revenues. Isn't your calendar and book coming out around that time next year?

To: Victor Lazlo who wrote (106179)	7/15/2000 9:00:59 PM
From: John Chen	Read Replies (1) \| Respond to of 164684

Victor,re:"SSB". Is this the same SSB predicting downturn of Semi - The 'lifeblood' of human-society nowaday? Some professions never die, like: prostitute, used-car salesman.

To: Victor Lazlo who wrote (106179)	7/15/2000 10:15:09 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Where is all that cash going to come from that SSB says amzn will have? Did they say? Esp in Q1 2002 ?! I do not have the entire report but I assume they are back to the fact Amazon gets paid prior to paying their vendors. The reference to the inventory turn and accounts payable is what leads me to believe that. It seems the analysts have run out of stories so doing them over again is the way to go;-)