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

To: tonyt who wrote (53576)	4/28/1999 7:47:00 PM
From: Banjo	Read Replies (1) \| Respond to of 164684

Rotation begining tomorrow within the interent sector out of pure E-commerce plays like AMZN and EGRP that spend a fortune on marketing and distribution and into infrastructure plays like EXDS, BVSN, DCLK, VRIO..........

To: tonyt who wrote (53576)	4/28/1999 7:49:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

How can this be? Q2 will have Auction Revenue. Q2 will have sales to Summer buyers of books and CD's for the beach. Q2 will have sales of Summer supplies (sunscreen, etc) through Drugstore.com Q2 will have sales of Summer pets throught Pets.com Drugstore.com and Pets.com should not be in Amazon's revenue numbers. That is all the support I will give them. Something doesn't smell right here. Did AMZN push Dec revenue into January?<.i> I suspected and posted during the release of Q4 98 results that the gift certificates were not booked as revenue until they were redeemed. There could have been many millions of dollars of gift certificates booked as revenue in Q199 from Q4 98. Glenn

To: tonyt who wrote (53576)	4/28/1999 8:53:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

tonyt, can you understand what is meant when someone says growth is trending lower vs. absolute numbers? This means, if you have sales of 1 million and next qtr you have 2 million, thats 100%. If the following qtr is 3 million you are trending lower in terms of growth rates. This is not the same thing as the numbers coming in lower in absolute terms - sheesh!! >Amazon.com CFO: 2Q Rev Growth To Be Slower Than Trend >Dow Jones On Line - April 28, 1999 17:56 How can this be? Q2 will have Auction Revenue. Q2 will have sales to Summer buyers of books and CD's for the beach. Q2 will have sales of Summer supplies (sunscreen, etc) through Drugstore.com Q2 will have sales of Summer pets throught Pets.com How can Q2 revenue possibly not be greater than Q1.