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

To: Glenn D. Rudolph who wrote (112826)	12/16/2000 9:58:31 AM
From: Hobie1Kenobe	Read Replies (1) \| Respond to of 164684

Glenn - Looks like Etoys got Amazoned (via Toysrus). I used the early free shipping promotion to purchase toys and electronics via AMZN this season, but noticed availability contracted rather quickly. Methinks the consumer held back big time this year (at least so far). If AG doesn't ease Tuesday I'm buying lots more puts. eToys (ETYS) 1 1/32 -1/32: Company warns for Q3; net sales are expected to be between $120 million and $130 million, rather than the $210 million to $240 million previously estimated; see press release.

To: Glenn D. Rudolph who wrote (112826)	12/17/2000 10:24:02 PM
From: swimmygoof	Read Replies (6) \| Respond to of 164684

Well, I didn't buy any calls on Friday. I can't quite stomach the current premiums. Instead, I picked up some more of the stock at $23ish. It was a lackluster weekend for sales, so it appears we're heading for 33-34 million items by the 21st, and approximately 45 million for the quarter. At $25/item, revenues should come in around $1.15 billion, plus or minus .05B. Losses will likely be contained (on a pro forma basis of course) to $70 million or less (0.20/share). Take out the France and Japan operations, and it will be a near breakeven quarter Don't forget that the ToysRUs deal will contribute handsomely to the bottom line, since AMZN is getting 5% profit on anything sold in that category, plus miscellaneous fixed fees. I'm not lowering the top line to allow for the fact that they aren't counting about 85% of the toy's revenue, because it will likely be offset by advertising payments, auctions, zshops, and a few creative accounting treatments. Going against the stream, Swimmy