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

To: SJohnson who wrote (11287)	7/22/1998 4:59:00 PM
From: Eric D. Moody	Read Replies (1) \| Respond to of 164684

Net loss increased almost 300% from last year -21,226 versus -6,705. Will this company ever be able to provide a return to investors?

To: SJohnson who wrote (11287)	7/22/1998 4:59:00 PM
From: John Ke	Read Replies (1) \| Respond to of 164684

All the bears will try to beat this one up. However, when a company's revenues increases over 300% from the year ago quarter, I am amazed! Q1 was 446% percent higher than last year. At what point will you stop being impressed? They would have to maintain 300% for another 2 years to justify this stock price, and the trend in growth is decidedly down. This with the aquisition of three companies and music sales. As well as coming off the historically worst quarter for book retailers. Hmmm, 32.6% Q on Q growth, I'm not so impressed. John

To: SJohnson who wrote (11287)	7/22/1998 5:00:00 PM
From: kahunabear	Respond to of 164684

SJohnson, With a 6 billion dollar market cap, do you think AMZN is a good value ? WS

To: SJohnson who wrote (11287)	7/22/1998 5:01:00 PM
From: Timoteo	Read Replies (3) \| Respond to of 164684

Forget year to year. A year ago the stock was at 15. The street looks at sequential growth. Sequential growth was the same as last quarter which is good, but on a higher loss which is bad. In other words AMZN is spending more to get new customers. The question becomes, at what point, if ever, do they actually make money? Normally, one would expect losses to mount as a brand identity is established. Yet, normal companies aren't valued at 100 times year 2001 earnings. Also, in the "new economy" no one is quite certain about the integrity of brand identity. Will AMZN be another Coca-Cola, or will internet players blossom and fade? Regardless, FWIW, I expect a brief bump and a huge sell-off tomorrow. AMZN's real earnings play was the potential split announcement. That would've bought them at least another week of momentum. Without that tulip time is over. Best Wishes, Timoteo

To: SJohnson who wrote (11287)	7/22/1998 5:31:00 PM
From: BayPig	Respond to of 164684

>>>>> All the bears will try to beat this one up. However, when a company's revenues increases over 300% from the year ago quarter, I am amazed! Also, this is not some small outfit. This is the #1 brand on the internet commerce scene with 300% growth in revenues. Enough said. >>> You are right Steve, the bears will beat this one up. Revenue only up 300% since last year, stock price up 1200%. Most longs were sure AMZN would announce a split, but so far they haven't. This alone should cause a severe downturn tomorrow. Revenue figure of 116 impressive at first glance, but when you consider they added a whole new product line (music), 3 companies, and all the press they had this quarter, the revenue growth should have been higher. You will see that next quarter the growth rate will start to slip significantly. Also, look at day after reactions to YHOO and XCIT, both of which posted much better numbers than AMZN. BayPig