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


To: H James Morris who wrote (41807)2/22/1999 10:47:00 PM
From: Tom D  Read Replies (1) | Respond to of 164684
 
Media Metrix: AMZN has strong Jan 99 WebSite Traffic

Media Metrix reported its measurements of website traffic for January 1999. I have included the Media Metrix data for AMZN for November and December, as well as the comparable data for Netscape, Yahoo.com and the Media Metrix total universe internet traffic data as controls.

Here are the numbers of unique visitors…..

January 99
Amazon.com 9.033 million
Netscape.com 18.001 million
Yahoo.com 29.198 million
Total Universe 58.383 million

December 98
Amazon.com 9.134 million
Netscape.com 17.548 million
Yahoo.com 26.843 million
Total Universe 56.781 million

November 98
Amazon.com 7.812 million
Netscape.com 16.987 million
Yahoo.com 27.282 million
Total Universe 56.781 million

October 98
Not available

Here is the URL for these Media Metrix data: mediametrix.com

Given the seasonality of bricks and mortar book store holiday sales, one might have expected a dramatic decrease in January 99 website traffic, compared to December 98. Based on these data, it appears likely that Joy Covey was correct in the Q4-98 conference call with her prediction that Q1-99 revenues might exceed Q4-98's. By way of recap, in Q1-98, the revenues were $87M, vs $66M in Q4-97.

Another cautionary note for AMZN bears is to be factor in how much impact the Shop-the-Web referral fees will contribute to minimizing AMZN's losses in Q1-99.

Good luck to all, short and long.

Tom D