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


To: GST who wrote (37467)1/28/1999 5:10:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
They did say January was way down from December. How this translates into sequential
growth beats me -- unless they have a crystal ball for the next two months.


GST,

I do not know. What month will be greater than December or is Jan way up from October....

Glenn



To: GST who wrote (37467)1/28/1999 6:49:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
March/April are 50% stronger than any other month for software. Im not sure about the sw breakdown in total units for amzn. I also think tax and business books, which are brisk sellers in the same timeframe are high $/unit.

In all this fulfillment debate here Im not able to see how shipping charges add up. But usually, vendors make money on shipping, Im talking about actual shipping charges not total fulfillment which is a cost of sales. Anyway business books are the best for shipping revenue since they cost more but weigh the same as all the bestsellers. On a qtr/qtr basis, I would expect the March qtr to be #2 behind the holiday season with summer perhaps lowest.

Michelle