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

To: hdl who wrote (123247)	4/9/2001 9:58:20 AM
From: Kevin Podsiadlik	Respond to of 164684

I guess people are too busy selling (long and short alike) into the spike. I'm confused, though, wasn't electronics one of the departments that all those cheery analysts were saying AMZN would be getting rid of en route to profitability?

To: hdl who wrote (123247)	4/9/2001 10:25:52 AM
From: manalagi	Read Replies (1) \| Respond to of 164684

bezos may b the man and the thread is awfully quiet Let the record shows that I doubled my short exposure by shorting again at $ 11.5/share. I never believe in Bezos. I never believe the rumor on Walmart arrangement. I never believe the rumor on Best Buy partnership. And I certainly don't believe Bezos method of accounting especially Amazon's cash position. For that matter Amazon can have $ 2 billion in cash and marketable securities if the company does not pay its payables and doing some fuzzy accounting in valuing its marketable securities. Bezos has cried wolf so many times. He is doing it again this morning. Watch for Bezos to sell his Amazon shares again.

To: hdl who wrote (123247)	4/9/2001 11:04:49 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Even Europe perked up today thanks to the good news from Amazon.com. >LONDON, April 9 (Reuters) - Britain's FTSE 100 was firmly in positive territory by late Monday afternoon, led higher by telecoms stocks and energy shares as Wall Street lifted sentiment with some early gains. Investors were also encouraged by figures from Internet retailer Amazon.com Inc (NASDAQ:AMZN), which forecast a narrower first-quarter loss than analysts' estimates. >and the thread is awfully quiet Yes! and this used to be the most active thread on SI. The short sellers threads on SI now seem to get all the action.

To: hdl who wrote (123247)	4/9/2001 11:41:54 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

hdl, this release was amzn's sales pitch to the barefoot, crayon carrying people. what they didn't mention was the interest on the debt that they have to pay, ie, incl in the profit number - not that pro forma crap. interest money is real and must be paid. i think bezos now sees what many saw 2-3 years ago and he's looking to pump amzn up and sell, sell, sell until the cows come home - and he wants a better price than $8. look for the bottom line sec number to be MUCH worse. bezos relies on people that can't read sec documents.

To: hdl who wrote (123247)	4/9/2001 3:03:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

amzn may do better than expected; it may make a real profit next year; it may b the wave of the future; bezos may b the man HDL, I know that is the good cholesterol but let's look at your above comment. I happen to know (I wonder how I know these things) what the analyst's consensus was for Q1 2001 prior to the lower guidanced given by Amazon's management in January. Could you please post to me what the prior revenue estimates were, the prior proforma loss and the prior cash position expected for Amazon prior to lowering guidance in January 2001? You stated Amazonis doing better than expected and as of last fall the numbers I am asking for are what was expected. In August 200, Jeffie stated that the Amazon cash balance would never drop below a certain number. Do you happen to know what that number was? I will give you a hint. Blodgett was $100 million below Jeffie's number. I am quite sure you know these numbers because you claim to be long Amazon and of course, doing good due diligence, you would not overlook what was ecpected prior to lowering guidance. That would not be very good FA would it? and the thread is awfully quiet I am not quiet. Actually, I am busy running my profitable retail store on-line and off. I do keep tabs on Amazon and I know how they work so let's compare those numbers shall we? Thank you. Glenn