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

To: H James Morris who wrote (30559)	12/20/1998 9:48:00 PM
From: Glenn D. Rudolph	Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 18 SG Cowen Internet Research Scott Reamer / reamers@ sgcowen. com / 212.495.7769 Internet Universe As of: 12/ 18/ 98 12- Month Price Target 52- Week FY Shares Market CY1999E Mkt. Cap Est. EPS Growth Rate Target % Gain P/ E On Multiple Company Symbol Rating Price Range End Out. (M) Cap (M) Rev. (M) /Rev. CY 1998 CY 1999 3- 5 Yr. Price From Now CY99E CY99 Rev Amazon. com AMZN Strong Buy $284.00 233- 24 Dec 50 $14, 266 $976 14. 6 N/ M N/ M 100% $175 -38% N/ M 9 America Online AOL Strong Buy 100.00 96- 20 June 518 51, 823 4,629 11. 2 N/ M 78% 75% 150 50% 203 17 DoubleClick DCLK Buy 46. 00 77- 13 Dec 17 762 116 6.6 -34% N/ M 60% 30 -35% NM 4 Excite XCIT Buy 50. 00 57- 10 Dec 59 2,927 228 12. 8 N/ M N/ M 70% 50 0% 111 13 Netscape NSCP Neutral 43. 00 44- 14 Oct 105 4, 500 748 6. 0 N/ M N/ M 55% 30 -30% #DIV/ 0! 4 Sterling Commerce SE Buy 35. 00 50- 20 Sep 97 3,404 693 4.9 21% -100% 30% 44 26% 25 6 Yahoo! YHOO Strong Buy 208.00 227- 24 Dec 114 23, 807 316 75. 3 N/ M 33% 70% 160 -23% 267 58 Earnings Qtr. Quarterly EPS Y/ Y SG Cowen FY EPS Estimates First Call SG Cowen CY EPS Estimates Calendar Year P/ E Company End Last Year Est. First Call Growth 1998 1999 2000 FY1998 FY1999 FY2000 1998 1999 2000 1999 2000 Amazon. com 4Q- Dec ($ 0.23) ($ 0.53) ($ 0.57) N/ M (1.61) $ (1. 55) $ 0.30 $ (1. 61) $ (1. 72) $ (0. 43) $ (1. 61) $ (1. 55) $ 0.30 $ N/ M N/ M America Online 2Q- Dec 0. 05 0. 13 0. 12 160.0% 0.27 0. 56 1. 00 0. 27 0. 52 0. 82 0. 46 0. 74 1. 32 135 76 DoubleClick 4Q- Dec N/ A (0. 27) (0. 26) N/ A (1.14) (0. 75) 0. 35 (1. 14) (0. 76) 0. 24 (1. 14) (0. 75) 0.35 N/ M 131 Excite 4Q- Dec (0. 11) 0. 04 0. 03 N/ M (0.10) 0. 45 0. 80 (0. 20) 0. 45 0. 78 (0. 10) 0.45 0. 80 N/ M 63 Netscape 1Q- Jan N/ A N/ M 0.04 N/ M N/ M N/ M N/ M (0. 60) 0. 37 0. 81 N/ M N/ M N/ M N/ M N/ M Sterling Commerce 1Q- Dec 0. 26 0. 33 0. 33 26. 9% 1. 25 1. 60 2. 10 1. 25 1. 60 2. 03 1. 44 1. 74 N/ A 20 N/ A Yahoo 4Q- Dec 0. 07 0. 17 0. 16 142.9% 0.43 0. 60 0. 80 0. 42 0. 60 0. 84 0. 43 0. 60 0. 80 347 260 Trading Shares Market Float Short Avg. Trd Avg Trd % of Mkt Ca p 52- Week % Off of 52- Week Gain from YTD Inst. % Inst Insider % Insider O/ S (mm) Cap (M) (mm) Position Vol (mm) Value ($ mm) Traded/ Day High 52 Wk Hi Low 52 Wk Lo Return Ownership Ownership OwnershipOwnership Amazon. com 50 $14, 266 18. 0 7. 4 4. 5 $1, 278 9% $233 -22% $24 1083% 847% 11. 8 23% 15. 6 31% America Online 518 51, 823 320. 0 30. 0 12. 0 1,200 2% 96 -4% 20 400% 344% 410.0 79% 24. 0 5% DoubleClick 17 762 4. 0 1. 5 0. 5 21 3% 77 40% 13 254% 84% 2. 8 17% 8. 6 52% Excite 59 2,927 10. 2 5. 0 4. 0 200 7% 57 12% 10 400% 213% 14. 0 24% 6. 2 11% Netscape 105 4,500 46. 8 4. 5 3. 0 129 3% 44 2% 14 207% 87% 23. 3 22% 23. 3 22% Sterling Commerce 97 3,404 81. 5 4. 4 7. 0 245 7% 50 30% 20 75% -8% 85. 0 87% 8. 0 8% Yahoo 114 23, 807 37. 4 8. 6 7. 5 1,560 7% 227 8% 26 700% 530% 37. 0 32% 69. 0 60% N/ M =Not meaningful, N/ A = Not available Source: SG Cowen estimates, the Bloomberg, and company reports.