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

To: Sarmad Y. Hermiz who wrote (52324)	4/22/1999 9:00:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Whats the afterhours on Vert? I really think there will be a correction next month so I'm not adding anything here but I'm going to get ready.

To: Sarmad Y. Hermiz who wrote (52324)	4/22/1999 9:03:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 164684

After hours trades have almost no credibility as far as I can tell, as the market is so narrow. However ... As the excitement builds towards Amazon's earnings, attention will be distracted from yhoo. Success by Amazon doesn't cast doubt on yahoo, it just steals the limelight. If I had to place a bet I'd say yahoo will trend down and amazon will trend up till earnings.

To: Sarmad Y. Hermiz who wrote (52324)	4/23/1999 7:44:00 AM
From: Glenn D. Rudolph	Respond to of 164684

March Highlights: * The ranking of the top five networks changed slightly in March: AOL Sites (AOL; D-1-1-9), which now includes Netcenter, maintained the No. 1 position, increasing over 15 reach points to an astounding 69% (the majority of the boost came from Netscape usage at work). Microsoft Sites jumped back into the No. 2 position (52%, flat). Lycos moved up one slot into No. 3 (52%, up 3 points). Yahoo! dropped from No. 2 to No. 4 (51%, down 1 point), but the March data did not include the recently completed Geocities merger, which should add approximately 7 points next month. No. 5 Go Network (39%, up 2 points), No. 6 Geocities (35%, up 1 point) and No. 7 Netscape.com (32%, up 1 point) maintained their positions. Excite (31%) was up slightly. An estimated 61.5 million people in the U.S. used the Web in March, up 1.5 million from February. * With the acquisition of Netscape, AOL Sites jumped 22 reach points at work to 62%, and increased the gap between No. 1 and No. 2 at home by almost 16 points. Time and pageviews matter too, however — and relative to Microsoft and Yahoo! in these metrics, AOL is still weak. The average AOL user spent 27 minutes on the sites in the month (up 11) and generated 28 pageviews (up 11) —about half as many pageviews as Yahoo! and half as many minutes as the average Microsoft and Yahoo! user. * Lycos (LCOS; D-2-2-9; $75) surpassed Yahoo (YHOO; D-2-1-9; $171) in overall reach, but we don't expect this to be the case next month: the Geocities acquisition will likely add approximately 7 points to Yahoo!'s overall reach. In addition, Yahoo!'s minutes and pageviews--important when it comes to monetizing traffic--are still much higher than Lycos's and among the highest in the industry: Yahoo! users spent an average of 68 minutes (up 10) on the sites in the month and looked at 65 pages per month (up 9), 4 times as many minutes and pageviews as Lycos. * Microsoft's overall reach was essentially flat at 52%. Microsoft's minutes and pageviews continued to be among the highest in the industry: 71 (up 9) and 44 (up 5). * The reach of the GO Network, the new Infoseek-Disney property, increased 2 points. We were concerned last month when GO's reach dropped over 3 reach points and are glad to see this was not a trend. * Amazon.com's (AMZN; D-2-1-9; $133) reach was flat, likely the result of a seasonally slow month. An estimated 17.5% of online users now visit the site each month. Comment United States 20 April 1999 Henry Blodget First Vice President Monthly Web Ratings Analyzing the March Data Reason for Report: March Web Ratings Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department RC#30211025 Industr y