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

To: memflyken2 who wrote (53567)	4/28/1999 7:32:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 164684

The most important thing is not how fast they are growing sales, customers and losses but how that fits with analysts and investors expectations. In AMZN's case, the fact that analysts will have to increase their loss projections for the next few quarters has a lot more impact than the fact that the losses are whatever they are. If the anals had already factored them in, they would have taken the very same set of details from the report and cc to mean "See, we told ya so, Amazon is growing like crazy and their strategy to buy into the future is working just like we said it would." But with anals needing to expand loss projections, that makes them look like they don't have everything figured out, "for heavens sake, if you anals can't figure things out a quarter or two ahead how can we trust you to deliver the gold at the end of the rainbow?" - which, of course is years away. Amazon will get hit because they didn't announce a split and they made analysts look vulnerable. And since this stock is based more on dreams than on present reality, any shaking of faith in the grand picture and the anals ability to envision it will shake the stock, IMO. ----- Maybe it will try another time to reach the 200 level but the summer is nearly here - and the pull-down to 100.

To: memflyken2 who wrote (53567)	4/28/1999 7:42:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

The Broadcast.com link on the Amazon IR page has no content. Does anyone have another URL?? Glenn