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

To: Glenn D. Rudolph who wrote (38471)	2/6/1999 7:36:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

>>I have debated many people on this issue and am finding I have been right on the mark regarding what Amazon has to do to survive. I am surprised the analysts are still spewing this junk although they need to tout the firm. They are starting to look a bit stupid at this point. No, Glenn. You are hung up. It is costing you dearly. This is from the heart.

To: Glenn D. Rudolph who wrote (38471)	2/7/1999 11:23:00 AM
From: Glenn D. Rudolph	Respond to of 164684

26 SG Cowen Internet Research Internet Universe As of: 2/ 5/ 99 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 $118.00 199- 10 Dec 154 $18,218 $976 18. 7 N/ M N/ M 100% 195 65% N/ M 31 America Online AOL Strong Buy 169.00 177- 24 June 529 89, 401 4, 843 18. 5 N/ M 56% 75% 200 18% 225 22 DoubleClick DCLK Buy 97. 00 115- 14 Dec 19 1, 856 147 12. 6 -34% N/ M 60% 125 29% N/ M 16 Excite XCIT NR 101.00 123- 18 Dec 59 5, 971 225 26. 5 N/ M N/ M 70% NM NM - - Netscape NSCP NR 71. 00 75- 16 Oct 104 7, 367 748 9. 8 N/ M N/ M 55% NM NM N/ M - Sterling Commerce SE Buy 42. 00 50- 20 Sep 91 3,835 693 5. 5 21% -100% 30% 44 5% 25 6 Yahoo! YHOO Strong Buy 337.00 445- 30 Dec 117 39, 512 368 107.4 N/ M 33% 70% 500 48% 667 159 Earnings Qtr. Quarterly EPS Y/ Y SG Cowen FY EPS Estimates First Call SG Cowen CY EPS Estimates Calendar Year P/ E Company End Last Year Est. First Call Growth 1998 1999 2000 FY1998 FY1999 FY2000 1998 1999 2000 1999 2000 Amazon. com 1Q- Mar ($ 0. 07) ($ 0. 29) ($ 0. 28) N/ M (0.50) $ (0. 87) $ 0. 16 $ (0. 50) $ (0. 88) $ (0. 26) $ (0. 50) $ (0. 87) $ 0.16 $ N/ M N/ M America Online 3Q- Mar 0. 08 0. 19 0. 15 137.5% 0.27 0. 72 1. 05 0. 28 0. 57 0. 88 0. 49 0. 89 1. 39 190 122 DoubleClick 1Q- Mar (0.31) (0. 27) (0. 26) N/ A (1.13) (0. 75) 0. 10 (1. 13) (0. 86) (0. 06) (1. 13) (0. 75) 0. 10 N/ M 970 Excite 1Q- Mar (0. 14) 0. 06 0. 05 N/ M (0.08) 0. 48 0. 90 (0. 14) 0. 45 0. 94 (0. 08) 0. 48 0. 90 N/ M 112 Netscape 1Q- Jan N/ A N/ M 0.06 N/ M N/ M N/ M N/ M (0. 62) 0. 34 0. 57 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. 02 1. 44 1. 74 N/ A 24 N/ A Yahoo 1Q- Mar 0.03 0. 17 0. 16 466.7% 0.46 0. 75 1. 00 0. 45 0. 73 0. 93 0. 46 0. 75 1. 00 449 337 Trading Shares Market Float Short Avg. Trd Avg Trd %of Mkt Cap 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 154 $18,218 61. 8 20. 7 19. 2 $2, 266 12% $199 41% $10 1080% 10% 63. 6 41% 15. 6 10% America Online 529 89, 401 334. 4 29. 6 17. 5 2, 965 3% 177 5% 24 604% 9% 349.8 66% 24. 0 5% DoubleClick 19 1, 856 7. 8 3. 1 1. 4 137 7% 115 15% 14 619% 118% 2.6 14% 8. 6 45% Excite 59 5, 971 10. 3 3. 1 4. 9 498 8% 123 18% 18 461% 140% 11. 7 20% 6. 2 10% Netscape 104 7, 367 46. 8 4. 9 9. 1 646 9% 75 5% 16 344% 18% 17. 1 16% 23. 3 22% Sterling Commerce 91 3, 835 84. 2 2. 0 0. 9 36 1% 50 16% 20 110% -7% 89. 8 98% 8. 0 9% Yahoo 117 39, 512 39. 5 6. 8 7. 9 2, 675 7% 445 24% 30 1023% 43% 28. 6 24% 69. 0 59% N/ M =Not meaningful, N/ A = Not available Source: SG Cowen estimates, the Bloomberg, and company reports.