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

To: H James Morris who wrote (118749)	2/27/2001 1:28:30 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

just watched the movie boiler room... don't see much difference... ------------------------------------- Glenn, this is what Kiggen thinks. >AMAZON.COM (AMZN: $30) 2/12/01 Our Forecast of Amazon's 2001 Cash Flow Annual EPS Prev. EPS 12/01E ($0.87) 12/00E ($1.19) 12/99A ($1.19) Rating: BUY Change: 12-Mo. Target: $30 >>We believe Amazon's current cash balance of $1.1 billion will prove more than adequate for 2001. More negative scenarios assume a highly unlikely set of financial circumstances as the year unfolds. Amazon should finish the first quarter of 2001 with roughly $650 million in cash and cash equivalents. We look for Amazon's cash balance to be above $730 million by the end of 2001. We forecast moderate increases in inventory and current liabilities during 2001. Amazon's demonstrated commitment to efficient management of its inventory leads us to forecast an increase from $175 to $220 million on the inventory balance line at the end of 2001.<< demonstrated commitment? REALLY? why not demonstrated results? how much bacon and how many eggs will "demonstrated commitment" buy at the grocery store? amzn's actual inventory management sucks BIG TIME. see how this loser tries to get you to infer something he really isn't saying? imho, this is no accident ala boiler room the movie >>We discount the probability of a credit squeeze from suppliers during 2001. Negative working capital is unlikely to trigger a credit squeeze without a series of other financial problems happening simultaneously.<< how unlikely? what other problems? how likely are they? this isn't analysis... this is a tout, imho!

To: H James Morris who wrote (118749)	2/27/2001 1:29:26 PM
From: Glenn D. Rudolph	Respond to of 164684

Glenn, this is what Kiggen thinks. >AMAZON.COM (AMZN: $30) 2/12/01 Our Forecast of Amazon's 2001 Cash Flow Annual EPS Prev. EPS 12/01E ($0.87) 12/00E ($1.19) 12/99A ($1.19) James, People really scare me when they are still estimating earnings/loss numbers after the numbers are already released. See 10/00E ($1.19). Most people already know this number;-)

To: H James Morris who wrote (118749)	2/27/2001 6:24:54 PM
From: Alomex	Read Replies (2) \| Respond to of 164684

Amazon should finish the first quarter of 2001 with roughly $650 million in cash and cash equivalents. We look for Amazon's cash balance to be above $730 million by the end of 2001. The funny thing is that these "optimistic" figures jibe with Glenn's estimate. If by the end of 2001 Amazon has $730 million in cash, this means that by mid February they would have about zero in cash, after having settled their accounts from the holiday season.