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

To: Alex Abuin ?+!=$$$ who wrote (33838)	1/9/1999 7:56:00 PM
From: Glenn D. Rudolph	Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 19 SG Cowen Internet Research Scott Reamer / reamers@ sgcowen. com / 212.495.7769 Internet Universe As of: 1/ 8/ 99 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 $175.00 160- 8 Dec 151 $26, 373 $976 27.0 N/ M N/ M 100% $175 0% N/ M 27 America Online AOL Strong Buy 147. 00 199- 20 June 518 76,180 4,629 16.5 N/ M 78% 75% 150 2% 203 17 DoubleClick DCLK Buy 59.00 77- 13 Dec 17 977 116 8.4 -34% N/ M 60% 30 -49% N/ M 4 Excite XCIT Buy 62.00 58- 10 Dec 59 3, 629 228 15.9 N/ M N/ M 70% 50 -19% 111 13 Netscape NSCP NR 63.00 69- 14 Oct 105 6,593 748 8.8 N/ M N/ M 55% 30 -52% N/ M 4 Sterling Commerce SE Buy 44.00 50- 20 Sep 97 4, 279 693 6.2 21% -100% 30% 44 0% 25 6 Yahoo! YHOO Strong Buy 345. 00 357- 28 Dec 114 39,487 316 125. 0 N/ M 33% 70% 160 -54% 267 58 Earnings Qtr. Quarterly EPS Y/ Y SG Cowen FY EPS Estimates First Call SG Cowen CY EPS Estimates Calendar Year P/ E Company End Last Year Est. First Call Growth 1998 1999 2000 FY1998 FY1999 FY2000 1998 1999 2000 1999 2000 Amazon. com 4Q- Dec ($ 0.08) ($ 0. 18) ($ 0.19) N/ M (0. 54) $ (0. 52) $ 0.10 $ (0. 54) $ (0. 57) $ (0. 14) $ (0. 54) $ (0. 52) $ 0.10 $ 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. 32 199 111 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 169 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 78 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 25 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. 80 575 431 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 Ownership Ownership Amazon. com 151 $26, 373 54.0 22. 2 13. 5 $2,363 9% $160 -9% $8 2088% 483% 35.3 23% 15.6 10% America Online 518 76,180 320. 0 30. 0 12. 0 1,764 2% 199 26% 20 635% 553% 410. 0 79% 24.0 5% DoubleClick 17 977 4. 0 1. 5 0. 5 27 3% 77 23% 13 354% 136% 2. 8 17% 8. 6 52% Excite 59 3,629 10. 2 5. 0 4. 0 248 7% 58 -7% 10 520% 288% 14.0 24% 6. 2 11% Netscape 105 6,593 46. 8 4. 5 3. 0 189 3% 69 9% 14 350% 174% 23.3 22% 23.3 22% Sterling Commerce 97 4,279 81. 5 4. 4 7. 0 308 7% 50 12% 20 120% 16% 85.0 87% 8. 0 8% Yahoo 114 39,487 37. 4 8. 6 7. 5 2, 588 7% 357 3% 28 1132% 945% 37.0 32% 69.0 60% N/ M =Not meaningful, N/ A = Not available Source: SG Cowen estimates, the Bloomberg, and company reports.