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

To: Glenn D. Rudolph who wrote (136019)	12/19/2001 12:39:19 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>>James, Wish you were here;-) LOL! When the going gets tough I go south. Ps The harder you work, the more I feel guilty. They call that the Mark Fowler blues.:)

To: Glenn D. Rudolph who wrote (136019)	12/20/2001 10:48:32 AM
From: Alomex	Read Replies (1) \| Respond to of 164684

From the Amazon web site: The Delight-O-Meter should not be viewed or used as a predictor or indicator of revenue or other financial information relating to Amazon.com. That out of the way, it seems that Amazon will close the season with a 20-25% increase in items sold. The impact of this increase is difficult to estimate in terms of revenue, as this season the D-O-M includes many items for which Amazon sees very little revenue, such as Circuit City, Borders, Toys-R-Us, Auctions and zShops. Moreover some of the biggest ticket items are electronics, and those fall under the Circuit City deal. My best guess is that revenue will be up 7-12%. Margins will see a substantial seasonal improvement. The chickens will come home to roost in Q1 2002, after the Xmas bills have been settled, and margins return back to normal. Expect further cuts and staff lay offs then.