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

To: Skeeter Bug who wrote (51179)	4/18/1999 7:02:00 PM
From: Glenn D. Rudolph	Respond to of 164684

gdr, w/ eps coming up shortly and amzn in the stratosphere, where do you see amzn ending up in the sequential rev growth category? are we flat this q? appreciate your insight and reasoning behind it. Skeeter, I believe Amazon will show 5% sequential revenue growth. It appeared to me from the 10Q that the non redeemed Christmas gift certificates were not booked as revenue as of 12/31/98. There was no footnote to that affect but looking at accounts payable, that is likely. There will not be a breakdown for the books, music and videos. The auctions revenues will be ignored. My guess in reality books will be sequentially down, music flat to up 1% and videos up 1%. That with the gift certificates, most of which are redeemed, will translate into a 5% revenue increase. You will notice a lot of cash burn once you deduct the $billion from the recent junk bond issue. Glenn