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


To: llamaphlegm who wrote (11308)7/22/1998 5:31:00 PM
From: John Ke  Read Replies (2) | Respond to of 164684
 
Also, you had suspected that cpq and intuit announcement would merely be a prelude to bigger stuff, does it now seem to you that it was merely to keep price pummped up til earnings ... i still can't really crack that nut.

I was dead wrong on that one, so far. I would wait until the conference call is over before stating anything further. Maybe we'll get the revenue breakdown on the SEC filing.

Lots of interesting stuff in there, but I'll have to revisit in the morning, gotta run.

John

PS

Check out the change in cash (aquisitions paid with stock I guess?), net interest expense (payables float is not helping that much), and gross margins (a plus for Amazon there).