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


To: H James Morris who wrote (112576)12/8/2000 1:58:23 PM
From: Bob Kim  Read Replies (2) | Respond to of 164684
 
HJ, re: Kiggen

I'm not sure what they did was kosher unless they explicitly suspended research coverage while they were employed by AMZN. I don't think that registered employees can recommend stocks of their employers.



To: H James Morris who wrote (112576)12/8/2000 10:18:40 PM
From: KeepItSimple  Read Replies (1) | Respond to of 164684
 
This has got to take the cake. Rumors are flying about how the local Electrical Workers Union is organizing a work stoppage at the Delaware distribution center. Basically they would cripple AMZN in its holiday season. So now, in an act of UTTER DESPERATION, brokerage employees are taking up part time jobs shipping boxes in that distribution center.. basically SCABS. LOL! Just when i thought i had seen everything.

-----------------------------
We spent much of this week as temporary laborers at Amazon's Delaware distribution center, "picking" inventory from warehouse shelves and assembling orders. (We were hired as the result of the standard job application process, without the company's involvement.)



To: H James Morris who wrote (112576)12/9/2000 7:54:05 PM
From: Glenn D. Rudolph  Respond to of 164684
 
Glenn, here's a Kiggen update. The only thing that has changed is her price target.
"Quitely" she's moved it down from 200 to 60.


Less than 1/3rd. Hmmm..

This is consistent with a back-of-the-envelope we've derived from the "Delight-O-Meter" numbers on Amazon's site and with third-party data that suggests the online retailing market is growing at a 40%-60% rate, with Amazon gaining share (our Amazon model incorporates 48% year-over-year revenue growth).



all studies by IDC and Forrester indicate Amazon is losing share. They pay these analysts for this? Geeezz...

The general takeaway from our moonlighting is that Amazon is executing on its near-term and long-term financial and operating goals: customers are plentiful and active, customer service levels are high, and operations are becoming more efficient.

If they had not done this in the past, how does one compare? Also, there seems to be no mention of mergins and the free shipping on orders over $100.



To: H James Morris who wrote (112576)12/10/2000 5:07:44 AM
From: tom rusnak  Read Replies (3) | Respond to of 164684
 
RE: Jamie Kiggen

Visit this thread for a bit of a tribute to his price targets:

Subject 37451

Jamie Kiggen formerly with DLJ now with Credit Suisse First Boston. <CSFB merged with DLJ>

give him a call to congragulate him on his succesful targets.

Jamie Kiggen (jkiggen@dlj.com) 212.892.8985

CMRC--- target: $250 Now: $40
BFRE--- target: $160 Now: $3
FMKT--- target: $550 Now: $34
NXCD--- target: $100 Now: $8
Yhoo--- target: $500 Now: $50
DCLK--- target: $200 Now: $14
GOTO--- target: $180 Now: $13
WBVN--- target: $42 Now: $1
EELN--- target: $70 Now: $2

and my favorite one...

PCLN--- target: $220 Now: $2