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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (43467)	10/22/2001 3:38:17 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Are we looking at a Big Bear Rally over the next 12-18 months...? Message 16539704 Lots of predictions and variables but of course NO BODY really knows what will happen...=) Regards, Scott

To: Jim Willie CB who wrote (43467)	10/24/2001 8:49:40 AM
From: stockman_scott	Respond to of 65232

2 AMZN DOWNGRADES ALREADY ON THE WIRES... 08:20 ET Amazon.com (AMZN) 9.55: -- Update -- Merrill Lynch analyst Henry Blodget downgrades to near-term NEUTRAL from Accumulate; notes that revenue growth continues to decelerate with core US sales down 9% year/year despite price discounting; mix shift toward used from new products is exacerbating slowdown; with limited visibility and prospect for declining core business, stock appears expensive. 08:11 ET Amazon.com (AMZN) 9.55: SG Cowen downgrades to NEUTRAL from Buy; says that the real take-away from the report was that the BMV (books/music/video) business fell 12% year/year, the first ever decline in this business, and margins in BMV fell to 7% from 10%; notes that BMV is 55% of revenues. Says that if holiday sales are weak, Q4 profit goal will be in jeopardy.