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

To: SilverAG who wrote (23298)	10/27/1998 9:49:00 PM
From: Sean G.	Read Replies (1) \| Respond to of 164684

Believe it or not, I suspect that the 57c loss figure includes the estimated amortization related to these acquisitions. That is probably why the loss estimates increased so significantly in the last 90 days........FWIW, I still have puts on the "thing", and will focus on the revenue figures for the quarter. Best of Luck

To: SilverAG who wrote (23298)	10/27/1998 9:54:00 PM
From: IceShark	Read Replies (1) \| Respond to of 164684

The SEC forced AMZN to amortize the Junglee acquisition on a straight line method over three years, resulting in a non-cash charge of $14.6 million/quarter that shows up in the merger and acquisition related costs line. Between you and *WrongWay* your local hardware stores must be running out of spray paint and plastic bags. -g- SEC didn't force them to do anything, other than preclude them from writing the whole shooting match off as a one time charge. Since NZMA has a free pass until 2001, write it off over the next shortest period possible - 3 years. Then sequential earnings growth will look great from 2001 on out. That is, unless investors wise up before 2001. i have a sneaking suspicion the jig might be up, though. regards, Ice

To: SilverAG who wrote (23298)	10/27/1998 9:55:00 PM
From: John O'Neill	Read Replies (1) \| Respond to of 164684

I think tomorrows earning for AMZN aren't as important as the competition they will be facing from far richer competitors. Basically, AMZN sells books on the internet...they don't even act as a publisher. If this Dow breaks down tomorrow..watch out below! It appears overbought.....only now are we hearing of strong PC sales in Q4 (followed, of course by a ton of analyts buy reccs) I think the market has over discounted this tech pick up (in the high flyers) connected with the Euro conversion and 2000 bug required upgrades. This market has shown amazing resistance to giving up it 25 % increase, though, time will tell

To: SilverAG who wrote (23298)	10/27/1998 10:13:00 PM
From: e. boolean	Read Replies (2) \| Respond to of 164684

Current -0.57 7 Days Ago -0.57 30 Days Ago -0.54 60 Days Ago -0.48 90 Days Ago -0.43 January 98 -0.08 Presumably the shift from -0.43 to -0.57 had to do with the charge...? Deutsche lowered their estimate a few days ago to -0.58, I believe. They would look pretty silly doing that if the whispernumber of -0.38 were the diluted earnings, so -0.38 must refer to the earnings before the charge. e.b. Gee, we could use some accounting and accountability standards in our financial markets so that everyone knew what the numbers meant and could rely on them!

To: SilverAG who wrote (23298)	10/28/1998 8:54:00 AM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 164684

eBay wasn't allowed to report the operating EPS for the quarter, which was .05, they had to state the .02/share number to show the non-cash charges related to acquisition expenses. Charles, What is not know is if this was a choice made by EBAY or they were forced. They should be forced but they could show better growth down the road this way since they are so new. These accounting games are becomming irritating. There should be a standard such as GAAP which should be enforced. None of this "for informational purposes only." Glenn