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

To: Glenn D. Rudolph who wrote (146085)	8/24/2002 5:05:21 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164685

There was a lot of talk a bit ago about a change in their agreement with Toys R Us. Hi Glenn! I can't recall the dates but at some point Amzn switched from having its own toy store to the toys r us arrangement. This should have been a substantial hit to revenues, since toys were one of their big 3: books/cds, electronics, toys. Now they book a % on each toy sale only. I was looking for an obvious qtr where that switch took place last night, but all the 10Qs were fairly sequential in terms of revenue. I believe last xmas was a toys r us qtr, if not then I doubt they can do 1.5bb this time. L