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

To: Mark Fowler who wrote (5076)	6/6/1998 7:28:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

think what the analysts are saying is that Amazon's margins are thin as a result of massive investments in marketing and promotion, and "now" believes that Amazon's sales are rising enough that Amazon can boost margins through bigger volume discounts from publishers. Mark, I assume you are making reference to net margins which are negative. Marketing and promotion expenses are not figured into gross margins. It is my opinion the Amazon's position in marketing is weakening. I believe the analysts are hyping the stock so they may get their clients and firms out at good prices. There has yet to be an analyst report that states projected revenue, projected gross margins, projected marketing expenses and the other figures necessary to estimate an earnings or loss when it come to Amazon. I find this very curious. I anticipate revenue growth for Amazon will slow now as a percentage. However, I anticipate marketing expenses to increase to fight off the additional online competition. Interest expense has now become an issue and it is increasing daily. The fundamentals of Amazon are deteriorating in my opinion. The deterioration will continue at a faster pace. For that reason, that is why I do not believe management is giving out details about their recent aquisitions. Gross sales, accretive or not to earnings, etc. The information that all companies publish when they make an aquisition. Glenn

To: Mark Fowler who wrote (5076)	6/8/1998 8:54:00 AM
From: doug doan	Read Replies (1) \| Respond to of 164684

I find your bullish sentiment interesting. You have obviously been able to put the weak fundamentals of this stock behind you and instead are focusing on the growth potential. My question to is this: Is There anything that would cause you to change your mind? Specifically, would you reamin bullish if any of the following was clearly revealed: 1. Huge selling by insiders. 2. Dilution from excess options and large new sale of stock. 3. Decline in sales revenue growth. 4. Increasingly aggressive competitors. 5. On line price wars. Look forward to your input. Doug