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To: Bob Kim who wrote (111496)10/30/2000 3:34:48 PM
From: Glenn D. Rudolph  Respond to of 164684
 
Suria works for Lehman not ML. Blodget has suggested that Suria's analysis is wrong and AMZN's is correct.

Bob,

I read Blodget's reports. I believe Blodget is either not understanding or intends to ignore some of the obvious. Let's forget the cash issue for the moment and note Blodget agrees with Amazon that inventory turn in up. I believe that is totally inaccurate and it would be more clear if the TOY deal did not close about 10 days prior to the quarter end.

Glenn



To: Bob Kim who wrote (111496)10/31/2000 12:41:23 PM
From: H James Morris  Read Replies (3) | Respond to of 164684
 
>On Monday, Merrill Lynch analyst Henry Blodget and Goldman Sachs analyst Anthony Noto issued a rebuff to Suria's concerns.
Bob, who are you going to vote for? Blodget/Noto or Suria.
Btw
Suria needs a big name running mate...someone like Mary Meeker! Don't you think?;-)


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