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

To: Robert Rose who wrote (117000)	2/6/2001 11:23:12 AM
From: manalagi	Read Replies (1) \| Respond to of 164684

This is just amazing. Bill Curry and Bezos keeps mentioning about $ 1 billion cash, which includes marketable securities (probably mostly in dot.com investments). They never consider the liabilities. In the short term part of that cash is needed to pay current liabilities. Bezos is operating like a drunken sailor on his payday: "I have cash, and I don't care about my credit card debt. I am rich, I am rich ...". Now analysts like blodgett and meeker are smart people, why can't they remove their blinders?

To: Robert Rose who wrote (117000)	2/6/2001 8:33:01 PM
From: Victor Lazlo	Respond to of 164684

The Fed's cuts will only help the economy if the lenders lend, and the borrowers borrow- so far, no go.

To: Robert Rose who wrote (117000)	2/10/2001 1:23:03 AM
From: Glenn D. Rudolph	Respond to of 164684

At the end of 2000, he said, Amazon.com had only $386 million of liquidity, not the $1.1 billion the company reported, reflecting the difference between its $1.36 billion of assets and $975 million of liabilities. Suria is accurate with this number. This is not guess work. It simply is a look at the balance sheet. The balance sheet is still the balance sheet whereas the income statement has two types. Proforma by various definitions and GAAP which only has one definition. Glenn