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

To: umbro who wrote (10072)	7/12/1998 1:24:00 AM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

Yup. Higher YHOO earnings = higher amzn costs (bulls still assert that amzn will get ad revenues). Glenn: I hate to be a pest, but both you and Gary have invested enough time, thought and research to justify organizing your thoughts and firing off emails to the major business publications -- I'll help: eric savitz - savitz@barronsmag.com, for ableson you can probably use mailbag@barronsmag.com (attn: abelson), if you wanted to be real imaginative, contact Abraham (or Abe) Ribicoff (I'm probably butchering the name) who periodically guest writes on accounting in barron's and teaches or is emeritus at CUNY or one of the public universities in Manhattan (I'm sure barron's can give you the contact info from the 800 number) LP

To: umbro who wrote (10072)	7/12/1998 10:08:00 AM
From: Glenn D. Rudolph	Respond to of 164684

This says that the cost of online advertising will likely go up. Sounds like another cost item on AMZN's P&L is going to be increasing and not decreasing. Gary, This was in the YHOO conference call regarding YHOO's ability to raise advertising rates. It seemed to me as you stated, the cost of high traffic real estate on the net will go up. This is a big negative for AMZN but no one seemed to notice. Meaning the analysts have not yet increased AMZN's estimated losses since the YHOO conference call. Glenn