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

To: KeepItSimple who wrote (41358)	2/20/1999 2:20:00 AM
From: sea_biscuit	Read Replies (1) \| Respond to of 164684

My point simply was -- high PSR stocks are bad enough. And if, on top of that, those sales are based on selling $1 bills for 95 cents, it only gets worse, not better.

To: KeepItSimple who wrote (41358)	2/20/1999 3:16:00 PM
From: Glenn D. Rudolph	Respond to of 164684

19 SG Cowen Internet Research Scott Reamer / reamers@ sgcowen. com / 212.495. 7769 Internet Universe As of: 2/ 19/ 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 $98.00 199- 10 Dec 154 $15,130 $976 15. 5 N/ M N/ M 100% 195 99% N/ M 31 America Online AOL Strong Buy 159.00 177- 24 June 529 84, 111 4, 892 17. 2 N/ M 56% 75% 200 26% 225 22 DoubleClick DCLK Buy 85.00 115- 14 Dec 19 1, 626 147 11. 1 -34% N/ M 60% 125 47% N/ M 16 Excite XCIT NR 94. 00 125- 18 Dec 59 5, 558 225 24. 7 N/ M N/ M 70% NM NM - - Netscape NSCP NR 70. 00 75- 16 Oct 104 7, 263 748 9. 7 N/ M N/ M 55% NM NM N/ M - Sterling Commerce SE Buy 31.00 50- 20 Sep 91 2,831 693 4. 1 22% -100% 30% 44 42% 25 6 Yahoo! YHOO Strong Buy 135.00 222- 15 Dec 234 31, 656 368 86. 0 N/ M 33% 70% 250 85% 333 159 Earnings Qtr. Quarterly EPS Y/ Y SG Cowen FY EPS Estimates First Call SG Cowen CY EPS Estimates Calendar Year P/ E Company End Last Year Est. First Call Growth 1998 1999 2000 FY1998 FY1999 FY2000 1998 1999 2000 1999 2000 Amazon. com 1Q- Mar ($ 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. 39 179 114 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 850 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 104 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 2Q- Mar 0.29 0. 36 0. 36 24. 1% 1. 25 1. 60 2. 12 1.25 1. 59 2. 03 1. 44 1.75 N/ A 18 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. 00 180 135 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 154 $15,130 61. 8 20. 7 19. 2 $1, 882 12% $199 51% $10 880% -8% 63. 6 41% 15. 6 10% America Online 529 84, 111 334. 4 29. 6 17. 5 2, 790 3% 177 10% 24 563% 3% 349.8 66% 24. 0 5% DoubleClick 19 1,626 7. 8 3. 1 1. 4 120 7% 115 26% 14 530% 91% 2. 6 14% 8. 6 45% Excite 59 5,558 10. 3 3. 1 4. 9 464 8% 125 25% 18 422% 124% 11. 7 20% 6. 2 10% Netscape 104 7,263 46. 8 4. 9 9. 1 637 9% 75 7% 16 338% 17% 17. 1 16% 23. 3 22% Sterling Commerce 91 2,831 84. 2 2. 0 0. 9 27 1% 50 38% 20 55% -31% 89. 8 98% 8. 0 9% Yahoo 234 31, 656 79. 0 13. 6 15. 9 2, 143 7% 222 39% 15 800% -43% 60. 2 26% 69. 0 29% N/ M =Not meaningful, N/ A = Not available Source: SG Cowen estimates, the Bloomberg, and company reports.