Wird Amazon der Knaller heute? - 500 Beiträge pro Seite

[Samara]

Heute sollen bei Amazon die Zahlen veröffentlicht werden. Lohnt es sich eurer Meinung nach heute morgen einzusteigen?

[cubrooker]

Hi Samara

Ja, ja ja und nochmal ja. Kauf Dich reich...........
Amazon steigt alle 3 Monate und fällt dann wieder.also vergiss das Aussteigen nicht.

C U Brooker

[cubrooker]

Amazon.com (Nasdaq: AMZN - news). We are continuing coverage with a BUY rating. Amazon.com reported sales for the fourth quarter were more than $650 million, well above last year`s $253 million. The company said more than 2.5 million new customers shopped its site during this holiday season.

Amazon.com (Nasdaq:AMZN - news)
Shares are up 1 5/16 at 71 3/4 in anticipation of fourth-quarter earnings, due after the bell today. The online retail giant is expected to report a 48 cents per-share loss. Bank of America upgraded the stock to a ``buy`` from a ``market perform`` on Tuesday.

Amazon`s day of reckoning
Analyst looks for signs of life in earnings report


By Colleen Bazdarich, CBS MarketWatch
Last Update: 12:18 PM ET Feb 2, 2000 Personal Finance News
Join the discussion

SAN FRANCISCO (CBSMW) -- Ever heard of an Amazonian ground hog?

"I have a `buy.` I think that the stock will be at 150 to 160 within a year."

Tom Wyman,
J.P. Morgan

It`s quite appropriate that the online megastore is reporting today. With the topsy-turvy market (is it coincidence that the Fed is reporting on Ground Hog day too?) and Amazon`s own January frost, investors will be looking to this report -- and the market`s reaction to it -- for some signs of market life over the next few months. See Bambi Francisco`s Net Sense.

Long winter or sunny spring? Analyst Tom Wyman of J.P. Morgan is an optimist.

CBSMW: So Amazon is going to be reporting earnings. They already released their sales numbers in January. What do you think we are going to be seeing from them?


Wyman: We think they`re going to come in around $650 million, which is roughly 15 percent above the estimate that I know I had for the company. I had them at $570 million. They will beat my number by 15 percent of the top line, which I think is an extremely strong achievement.

As you know, there was at one point a not-so-discreet whisper coming out of Morgan Stanley that got printed in Barron`s that said that they were going to do $750 million. The company never in their wildest dreams thought that they would do $750 million. It is too bad that that number got out there because that is one of the reasons why the stock hasn`t traded particularly well in the last few weeks. There`s been a mood of disappointment when in fact there really ought to be a mood of celebration because that is a lot of product that they sold in Q4.

CBSMW: So do think that expectations for the earnings report are going to be inflated too?

Wyman: Well, $650 million is definitely right around where it is going to be -- they issued that press release so there is not much mystery surrounding that number.

There is some mystery as to what they mean, though, in that same press release where they warned that due to overstocking of new aisles of the store -- electronics, toys, home improvement -- there is a potential that we will see some writing down of product that didn`t move. This is an intentional strategy on the part of Amazon (AMZN: news, msgs) to make sure that the customer found what they wanted at the Web site as compared to some other e-tailers that will go unnamed.

The rub, though, with that strategy is that on the other side of the holiday there are some SKUs that they have overstocked and they feel that they are not going to move them out in the near term. They`ve just decided to bite the bullet and write some of that inventory down. (The market) will be looking for a sense of how deep those write-downs were and what did it really mean for the overall gross margins. I had projected 17 percent gross margins for the quarter, it could be that they come in at 16 percent or so.

CBSMW: It seems that one of the things that investors have been especially concerned about with Amazon is continued losses. That definitely scared investors in January. How long do you think this trend will continue for Amazon?


Today in
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CBS.MW front page
Updated:
3:52 PM 02/02/00



Wyman: Here is the good news: In the most recent flurry of press releases -- their deals with Greenlight.com, Drugstore (DSCM: news, msgs), Living.com on Tuesday, Audible (ADBL: news, msgs) on Monday -- there is a new model developing here for Amazon that is very exciting.

Amazon, in exchange for turbo-charging an e-tailer with the privilege of selling to its customer base of over 60 million members, is extracting some very exciting fees. We now believe that Amazon, which we once believed was going to break even in 2002 from an operating income standpoint, will make over $100 million in 2002.

CBSMW: Amazon, then, has stopped trying to do everything themselves?

Wyman: Well, this is really a clever strategy because there are really only so many businesses that they want to run themselves at the same time. There just aren`t enough hours in the day.

A number of companies are building their e-tailing enterprise in a way that is very similar to Amazon in terms of being very focused on customer care and providing a specialty store experience online. Those are the companies that Amazon has decided to make investments in. We do think that down the road that Amazon will be the first to the table to acquire these companies if the models in fact do work out.

CBSMW: Do you have a "buy" on them right now?

Wyman: I have a "buy." I think that the stock will be at 150 to 160 within a year. I`m expecting that there will be a very strong move in the stock at some point on the other side of this particular earnings release, which has kind of a negative feeling to it because of the issue of writing down some inventory.

But over the long haul this is a learning curve experience for Amazon. They will still have probably another Christmas where they will yet again add some new aisles, but this is not going to be something that goes on into forever.

This is AOL (AOL: news, msgs) all over again. For a number of years, AOL had to step on its P&L to build a really strong franchise with the consumer and Amazon did three things last year which are really all paying off -- they built the DCs, they stepped up their marketing spin, and then lastly they overstocked the new aisles to the store.

CBSMW: So you still think the short-term losses will pay off in the long term?

Wyman: Actually on Wednesday we`re going to hear that the company in fact did make money in its U.S. book business. I`m not sure if it is going to be just book -- maybe it will be books and videos and music, but they are going to start to break this out, the operating numbers for this more mature aisle.

CBSMW: They actually finally made money in something?

Wyman: This is what everyone is going to be so excited about. We`ll hear that orally on Wednesday.

CBSMW: What about some of the other e-tailers that you follow?

Wyman: In e-tailing I also cover EToys (ETYS: news, msgs) and Fogdog (FOGD: news, msgs).

CBSMW: EToys has had a disastrous month.

Wyman: They`re in a very competitive dynamic -- we call it the triple squeeze. Amazon launched a toy aisle this past summer, Toys `R` Us.com (TOY: news, msgs) showed up over Thanksgiving with more visitor traffic, and then Wal-Mart.com (WMT: news, msgs) just recently launched their toy aisle. There is also a flurry of other ".coms" that also want to be strong in the toy space -- KBKids.com, Toysmart and some others.

We think that EToys will not get consolidated out of the business because they have a strong brand, but the competitive dynamic may mean that it will be challenging for EToys to make money over the long haul given that they will have to protect their market share with marketing spin and with perhaps some promotional activity.

CBSMW: What about Fogdog?

Wyman: They are a very interesting story. It is a $150 billion category, which is huge. They have three times the traffic of any other sporting goods e-tailing site. They do a terrific job building for the consumer a specialty store experience online. They have first mover advantage and they had close to a million visitors in December.

They announced earnings (Monday) and beat my number by almost 40 percent for the quarter. They`re really on a roll. We think that this category is bigger than books, toys, CDs all rolled up into one. We have a "buy" on them with a price target of 25.

CBSMW: Do you have advice for the long-term investor? This is a very volatile sector.

Wyman: There are the two key points.

"This year is going to be the year of massive consolidation.... There is a lot of branding going on in the Internet. Most traffic is going to gravitate to a few key players."

Tom Wyman

The first is that this year is going to be the year of massive consolidation. It`s really going to be the back half of this year and the first half of next year.

There is a lot of branding going on in the Internet. Most traffic is going to gravitate to a few key players. What is going to happen is that when these owners try to go and refinance the companies with the VCs in the public market, and the VCs see that the traffic of their e-tailer is not keeping up, you know what, they`re not going to get refinanced.

Unfortunately, there is not going to be any M&A because the companies never made money and because there is no brand that got built. It`s going to be "turn off the light and go home" for literally tens of thousands of e-tailers.

And by the way, any e-tailer that is competing based on price, just building a commerce-only Web site and throwing product up with slashed prices -- they are dead meat. Their gross margins are too low, they will never make money, and they`re not long for this world.

The born-on-the-Web brands that have had a good head start and have built a brand with the consumer -- they are bookmarked on consumers` PCs -- those are the companies that are going to survive. We think actually the next wave of companies to come online that are going to be successful are the traditional brick-and-mortar names that are going online.

WalMart.com, HomeDepot.com (HD: news, msgs), Toys `R` Us, PetsMart.com (PETM: news, msgs). You name it, they`re all coming with their own separate public company. These are going to be interesting business models because they will have much lower marketing spin and revenues will be much more predictable because traffic will be driven from the stores to the Web site so you don`t have to wonder whether Wal-Mart.com will hit its revenue numbers. It should be a lay-up in most cases because they have modest forecasts.

[Rex Corda]

Hi allerseits,

wenn man will, kann man sich die Zahlenverkündung
in einem Live - Webcast angucken:

Heute (2.2.2000) um 23:00 MEZ, d.h. in einer
dreiviertelstunde...

auf www.amazon.com, dann (ganz unten auf der Seite)
zu "About Amazon.com", dann Investor Relations,
dann auf das entsprechende Gif klicken -- man
braucht einen G2 Real Player von --- na ?
Richtig: Real Networks

In der Hoffnung auf guuute Zahlen
Grüße aus dem Cyberspace, Rex

[reddevil]

Leider kann ich keine streaming daten laden. (beschränkung des i-net-zugangs meiner uni)
Wäre schon, wenn jemand die Zahlen posten könnte.
thx

[Catlow]

Amazon-0.55 Verlust pro Aktie.Erwartet wurden 0.48.
Kurs steigt nachbörslich auf 73 U$ trotz schlechter Zahlen.

[reddevil]

Naja, die Zahlen sind ja halb so schlimm, in dem Kurs steckte ja schon
die Erwartung auf noch schlechtere Zahlen drin, und nicht bei jedem waren -0.48
der Erwartungswert, der Kursanstieg lässt jedenfalls darauf schliessen, dass die
Flüsterschatzungen unter -0.55 lagen

an catlow:
Kannst du mir die Web-Site verraten, auf der du nachbörslich US-Handel
nachschauen kannst?
thx

[Catlow]

an reddevil:

island.com

mfg
Cat

[Karl_Pfeiffer]

Was läuft denn hier?die grosse Volksverdummung? Da stelle ich mich an die nächste Straßenecke und verkaufe Hundertmarkscheine für 90 Mark, das kommt auf dasselbe raus. Da mache ich auch den Umsatz von Amazon.

Karl Pfeiffer

[reddevil]

Ist ja echt eine super Seite, gibt es sowas (Kauf und Verkaufsgebote in
Echtzeit) auch für den Handel in Deutschland?

Amazon macht sich ja wirklich ganz gut heute abend, langsam nähere ich mich
wieder dem Einstiegskurs..... :-)))

[cubrooker]

Auch meine Meinung, die Seite ist wirklich gut. Der Kurs ist dort heute nach den Zahlen wohlgemerkt gestiegen....

Ich möchte Tips für den 3. Februar in Deutschland haben. Welcher Kurs am Anfang und Kassa und am Ende

Meiner lautet
A: 74
K: 76
E: 77,8

C U Brooker

[Fundi]

Der Anfangskurs wird eindeutig über 78 € liegen, dann wildes hin- und her und auf die Eröffnung der Nasdaq warten

Grüße
Fundi

[Catlow]

Die Schätzung einiger Analysten betrug tatsächlich 0.58
Ob dies einen nachbörslichen Anstieg auf mitlerweile 76U$ gerechtfertigt bezweifle ich allerdings.

Aber: Amazon ist immer noch "in" und aleine der Name wird den Kurs diese Woche auf ca. 80 U$ treiben.Ob es dann wieder runter geht?

Na ja, die 10-15% kann man auch noch mitnehmen.

mfg
Cat

[cubrooker]

Den aktuellen Pressebericht findet Ihr unter :

http://www.amazon.com/exec/obidos/subst/misc/investor-relati…

Hi Fundi: 78 Euro halte ich für sehr gewagt.

Hi Catlow : Ich stimme Dir in etwa zu.
Ich hatte mit weniger Verlust gerechnet, aber was weiß ich schon ??

[Catlow]

Nachbörslich gehts jetzt auf die 80U$ zu.Ja sind die noch zu retten???
Einen solchen Anstieg wird der Aktie morgen gar nicht gut tun.
Gewinnmitnahmen werden morgen abend schon anstehen.
Von einem Einstieg morgen früh würde ich abraten.Muß aber jeder selbst entscheiden.

Adale
Cat

[CyberJack]

Hier noch mal alles ausführlich...

BusinessWire, Feb 2, 2000 16:29 hrs

Amazon.com Announces Profitability In
U.S.-Based Book Sales, Financial Results for
Fourth Quarter 1999

SEATTLE--(BUSINESS WIRE)--February. 2, 2000-- 90 percent
quarter-to-quarter growth is amazon.com`s fastest ever as a

public company;

customer total now over 17 million;

amazon.com rated the no. 1 place to save money on the internet;

more than 1 million registered users and 1.5 million listings

across auctions, zShops and sothebys.amazon.com

Fueled by strong sales in its new consumer electronics store, Amazon.com, Inc.
(NASDAQ:AMZN) today announced that net sales for the fourth quarter of 1999 were $676 million,
an increase of 167 percent over net sales of $253 million for the fourth quarter of 1998.

Pro forma operating loss for the fourth quarter of 1999 was $175 million, compared to a pro forma
operating loss of $18 million in the fourth quarter of 1998. Fourth-quarter pro forma net loss of $185
million, or $0.55 per share, compared with a pro forma net loss of $22 million, or $0.07 per share,
in the fourth quarter of 1998.

Net sales for all of 1999 were $1.64 billion, a 169 percent increase over net sales of $610 million
reported for all of 1998. Pro forma net loss for 1999 was $390 million, or $1.19 per share, compared
with a pro forma net loss in 1998 of $74 million, or $0.25 per share.

Amazon.com announced that cumulative customer accounts increased by 3.8 million during the
fourth quarter to more than 16.9 million at December 31, 1999, an increase of more than 170
percent from 6.2 million customer accounts at December 31, 1998. Cumulative customer accounts
now stand at over 17 million. Repeat customer orders represented more than 73 percent of orders
in the fourth quarter, up from 72 percent in the previous quarter.

Among new initiatives, Amazon.com opened five new retail stores around the world during the
quarter, along with its sothebys.amazon.com service. As recently as 19 months ago,
Amazon.com`s U.S. Books business represented 100 percent of Amazon.com`s sales. Despite 66
percent year-over-year revenue growth, U.S. Books accounted for less than half of total company
sales in the quarter as customers around the world chose Amazon.com for an increasingly wide
array of products.

"This was our fastest sequential growth as a public company, and we are grateful that so many
customers chose Amazon.com for such a broad range of products," said Jeff Bezos, Amazon.com
founder and CEO. "We did a good job delivering for customers this holiday. The last order, just
under the wire, was placed by a customer at 8:05 p.m. on December 23, left our dock at 1:05 a.m.
on December 24, and was delivered to the customer in Honolulu at 3:55 p.m. on December 24. It
was a Deluxe Scrabble set."

"This holiday season, Amazon.com made sure it did the best thing it could do in building a
long-term franchise and ensuring shareholder return - we delivered for our customers," said Joe
Galli, Amazon.com president and COO. "In 2000, we expect to do even more than in 1999, while
at the same time driving operational excellence and platform leverage. In addition, I`d also like to
welcome our newest partners, NextCard, Ashford.com, Greenlight.com, drugstore.com, Audible,
and living.com."

Regarding Amazon.com`s ongoing expansion, Warren Jenson, Amazon.com chief financial officer,
said, "Our U.S. Books business was profitable in the fourth quarter, and we expect it will be
profitable in 2000. We expect strong year-over-year sales growth in the first quarter, and our
outlook for growth in 2000 remains strong. We expect overall gross margin will approach 20
percent in the first quarter of 2000 and we expect further improvement in gross margin during 2000.
And we expect that in 2000, our overall operating loss will decrease significantly as a percentage
of sales."

The company reported that its overall fulfillment expenses were 16 percent of sales, up from 10
percent in the fourth quarter of 1998. In addition, the company reported approximately $39 million
in total inventory-related charges in the fourth quarter.

A live Webcast of the company`s fourth quarter 1999 financial results conference call can be heard
at 2:00 p.m. PST/5:00 p.m. EST today at www.amazon.com/investor-relations. The call will also be
archived and available for one week. Recent Highlights Customer Experience

Heads down focus on customers helped Amazon.com continue to improve customer experience
and grow brand and reach during the fourth quarter. Highlights include: -- Amazon.com was rated
the No. 1 place to save money on the

Internet, as rated by online shoppers in a nationwide survey by

Opinion Research Corp.; -- Amazon.com was rated the No. 1 shopping destination for 42

percent of online shoppers during the holiday season, according

to a survey of online shoppers by Ernst & Young; -- Amazon.com`s reach climbed to 25.6 percent
and unique visitors

grew to 15.9 million in December, making it the No. 7 Web

property in the month, according to Media Metrix; -- Well over 99 percent of holiday orders were
shipped in time to

meet holiday deadlines including even orders placed as late as

December 23; -- The company experienced peak shipping of approximately $16

million in one day, more than total company sales in the entire

year of 1996. The ability to serve this kind of peak demand was

the result of the company`s commitment to serving customers and

year-long investment in building out its worldwide distribution

capability. Customer Spending Trends

In the area of strengthening relationships with customers, Amazon.com announced that 1999
sales per customer who purchased in 1999 were $116, up from $106 for 1998. Strategic Alliances

Amazon.com continued to expand the list of online partners with whom it delivers an expanded set
of products and services to its customers. During the fourth quarter and so far in 2000,
Amazon.com has announced partnerships with NextCard, Ashford.com, Greenlight.com, Audible,
and living.com, as well as an expanded drugstore.com partnership. In aggregate, these
partnerships represent more than $500 million in revenue commitments to Amazon.com over the
next five years. International Expansion

Just one year after launch, Amazon.com`s European stores -- Amazon.co.uk and Amazon.de --
reached a combined annual run-rate of more than $280 million, with $71 million in combined sales
in the fourth quarter, up over 360 percent from the fourth quarter of 1998. During the quarter, both
stores added music to their existing bookstores, as well as local Auctions and zShops services. In
the first-ever Media Metrix ratings for Europe, both Amazon.de and Amazon.co.uk were ranked the
No. 1 e-commerce site and the No. 10 most-visited site overall in their respective countries. Over
19 percent of all Amazon.com revenues came from customers outside the U.S. in the fourth
quarter. Books

Even as Amazon.com continued to broaden its product lines, traditional stores increased their
popularity with online shoppers. In the fourth quarter, book sales from the company`s U.S. base
extended the company`s lead as the No. 1 online bookstore, with strong revenue growth to $317
million, up more than 66 percent from the fourth quarter of 1998. U.S.-based book sales have now
achieved an annualized run rate of $1.2 billion. From the third quarter to the fourth quarter, the
growth alone (in dollar terms) of U.S.-based book sales was greater than the total fourth-quarter
sales of any other online book retailer. Amazon.com`s bookstore, with its large and growing
community of millions of book lovers, was ranked as the No. 1 online book retailer by Forrester
PowerRankings, Jupiter Communications and Gomez Advisors, Inc. Music

In the fourth quarter, U.S.-based Music sales reached $78 million, up more than 136 percent from
the fourth quarter of 1998, putting the business solidly over a $300 million annualized run-rate.
During 1999, Amazon.com`s Music Store launched an improved classical music store, enhanced
recommendation features, and additional services to promote independent artists via Amazon.com
Advantage. Amazon.com became the first major online music retailer to dedicate an area of its
store to free, full-length song downloads from established artists and major-label performers and
continues to offer the largest selection of free promotional song downloads from major label artists.

Amazon.com`s Music Store has dominated industry polls and was ranked as the No. 1 overall
Internet music store by Gomez Advisors in its two most recent scorecards, was ranked No. 1 in
the first Forrester PowerRankings(TM) for online books, music and video retailers, won the Harris
Interactive ecommercePulse(SM) Excellence Award for the highest overall satisfaction rating
among online music and video retailers, and won the Midemnet Award 2000 for the best music
shopping/digital distribution Website. DVD & Video

U.S. DVD and Video sales grew to $64 million in the fourth quarter, up over 500 percent from the
fourth quarter of 1998. Thus, in just one year, DVD & Video has grown to over $250 million in
annualized sales, making it the leader in online video sales overall, in online VHS sales, and in
online DVD sales. In fact, DVD sales now account for more than half of the revenues in this
business line.

Amazon.com DVD & Video was ranked the No, 1 online video store by Gomez Advisors and
Forrester PowerRankings. Other recent initiatives include partnerships with theatrical studios, such
as with DreamWorks, streaming video clips (including deleted scenes from The Blair Witch Project
and Austin Powers: The Spy Who Shagged Me), and a TV partnership with Lifetime`s Intimate
Portraits. Toys

In the fourth quarter, sales of children`s products exceeded $95 million, the significant majority of
which were toys. In November, Amazon.com Toys saw the launch of it Video Games Store.
Amazon.com Toys has been rated the best online toy store in an MSNBC survey, beating out a
number of longer-established players, and was ranked the No. 1 toys and games store by
Forrester Research. Electronics

Amazon.com`s Electronics and Software Store saw strong growth in the fourth quarter, with sales
in December alone exceeding cumulative sales during the store`s first five months of operation. In
December, Amazon.com`s overall No. 1 product by dollar sales across all product lines was the
3Com Palm V Connected Organizer, and electronics products accounted for six of Amazon.com`s
top 10 revenue-generating items in the month.

Despite being a new store, Amazon.com`s reputation as the best place for customers to find and
discover consumer electronics has been widely recognized. In December 1999, Amazon.com was
ranked the No. 1 online electronics store by Gomez Advisors Inc., a leading provider of online
research and analysis. In addition, Amazon.com tied for the top overall customer satisfaction rating
among online electronics retailers in a December 1999 poll conducted by Harris Interactive, a
leading internet-based market research and polling firm. And more than half the Amazon.com
Electronics customers surveyed recently by Amazon.com described their online shopping
experience as better than their experiences in physical brick and mortar stores. Significantly, 90
percent of customers surveyed said they would buy electronics from Amazon.com again.

In addition, the growth and recognition of Amazon.com`s new Electronics & Software Store has led
to a growing interest among manufacturers in selling electronics online. "We`ve enjoyed successful
alliances with Hewlett Packard, Xerox, Olympus, and others, and look forward to working with
additional manufacturers as we bring our customers the latest and greatest in electronics," said
Chris Payne, vice president and general manager of Amazon.com`s Electronics Group. Home
Improvement

The Amazon.com Home Improvement store saw strong sales in Tools & Equipment during the
holidays. The store, launched on November 10, offers Earth`s largest selection of tools and
equipment as well as a broad selection of other home improvement products. Developed and
launched in 60 days, the Amazon.com Home Improvement Store has enabled a broad set of
manufacturers, such as Porter Cable, Delta, Black & Decker/DeWalt, and Makita, to offer their
entire selection of products through Amazon.com. Auctions, zShops and sothebys.amazon.com

During the fourth quarter, Amazon.com`s three major marketplaces, Auctions, zShops, and
sothebys.amazon.com, surpassed a combined 1 million registered users and 1.5 million active
listings. Amazon.com continued to integrate these services with its retail stores to deliver a better
overall value and experience for customer. Examples include a partnership with DreamWorks to
promote Stuart Little and American Beauty (72 auctions, averaging 27 bids per auction, total gross
merchandise sales of over $25,000, yielding an average of over $400 per item) and with Oprah
Winfrey (25 auctions, averaging 38 bids per auction, total gross merchandise sales of over
$130,000, yielding an average of over $6,000 per item).

In less than three months of operation sothebys.amazon.com has achieved average close rates in
excess of 50 percent and average auction closing prices of over $500. Particularly strong have
been special sales, such as the Halper Collection and the Secretariat sale, which achieved over 99
percent close rates, experienced substantially higher average closing prices, and saw a majority of
items sold well above their pre-sale high estimate. About Amazon.com, Inc.

Amazon.com (Amazon.com, Inc., and its subsidiaries) is the Internet`s No. 1 music, No. 1 DVD
and video, and No. 1 book retailer. Amazon.com (NASDAQ:AMZN) opened its virtual doors on the
World Wide Web in July 1995 and today offers Earth`s Biggest Selection, along with online
auctions and free electronic greeting cards. Amazon.com lists more than 18 million unique items
in categories including books, CDs, toys, electronics, videos, DVDs, home improvement products,
software, and video games. Through Amazon.com zShops, any business or individual can sell
virtually anything to Amazon.com`s more than 17 million customers, and with Amazon.com
Payments, any seller can accept credit card transactions, avoiding the hassles of offline
payments. The company also participates in sothebys.amazon.com, the leading auction site for
guaranteed art, jewelry, and collectibles, at www.sothebys.amazon.com.

Amazon.com seeks to be the world`s most customer-centric company, where customers can find
and discover anything they may want to buy online. Amazon.com`s All Product Search scours the
Web to help customers find merchandise that is not available at Amazon.com, Amazon.com
Auctions, or Amazon.com zShops, making Amazon.com the shopping destination to find
anything.

Amazon.com operates two international Web sites: www.amazon.co.uk in the United Kingdom and
www.amazon.de in Germany. It also operates the Internet Movie Database (www.imdb.com), the
Web`s comprehensive and authoritative source of information on more than 150,000 movies and
entertainment programs and 500,000 cast and crewmembers dating from the birth of film in 1892 to
the present.

Amazon.com has invested in leading Internet retailers that are improving the lives of customers by
making shopping easier and more convenient: Greenlight.com, the only company that offers car
buyers the control of auto purchasing online with ongoing service and support from local
dealerships, at www.greenlight.com; drugstore.com, an online retail and information source for
health, beauty, wellness, personal care and pharmacy, at www.drugstore.com; Pets.com, the
online leader for pet products, expert information, and services, at www.pets.com;
HomeGrocer.com, the first fully integrated Internet grocery-shopping and home-delivery service --
with operations in Seattle; Portland, Oregon; and Southern California -- at www.homegrocer.com;
Gear.com, which offers brand-name sporting goods at prices from 20 to 90 percent off retail, at
www.gear.com; and Ashford.com, the leading Internet retailer of luxury and premium products and
the Web`s No. 1 retailer of watches and jewelry, at www.ashford.com. Amazon.com also has a
minority interest in Della.com, which brings together leading retailers with gift registry, expert
advice, and personalized gift suggestions to help everyone give better gifts, at www.della.com; and
NextCard, Inc., considered the industry`s leading issuer of consumer credit on the Internet, at
www.nextcard.com.

Historical results of operations are preliminary and unaudited. This press release also contains
forward-looking statements, including statements regarding expectations of future profitability of the
U.S. books business, sales growth, gross margin and improvement in operating loss, all of which
are inherently difficult to predict. Actual results could differ materially for a variety of reasons,
including the rate of growth of the Internet and online commerce, the amount that Amazon.com
invests in new business opportunities and the timing of those investments, customer spending
patterns, the mix of products sold to customers, the mix of revenues derived from products sales
as compared to services, risks of inventory management, and risks of distribution and fulfillment
throughput and productivity. Other risks and uncertainties include Amazon.com`s limited operating
history, anticipated losses, potential fluctuations in quarterly operating results, seasonality,
consumer trends, competition, risks associated with the distribution center expansion, adverse
consequences arising from system interruptions, risks associated with management of potential
growth, risks related to auction and zShops services, risks related to fraud and Amazon.com
Payments, and risks of new business areas, international expansion, business combinations, and
strategic alliances. More information about factors that potentially could affect Amazon.com`s
financial results is included in Amazon.com`s filings with the Securities and Exchange
Commission, including its Annual Report on Form 10-K for the year ended December 31, 1998 and
Quarterly Reports on Form 10-Q for the quarters ended March 31, 1999, June 30, 1999, and
September 30, 1999. Note on Financial Presentation

Financial results are prepared in accordance with U.S. generally accepted accounting principles.
Pro forma financial results exclude amortization of goodwill and other intangibles, equity in losses
of equity-method investees, stock-based compensation costs and merger, acquisition and
investment-related costs.

The Securities and Exchange Commission is reviewing the financial statement classification of
fulfillment costs and other items by a number of e-commerce companies, including Amazon.com.
Amazon.com defines fulfillment costs as costs directly attributable to the operation of its
distribution centers and customer service centers, and classifies these costs in marketing and
sales expense. The activities of Amazon.com`s distribution centers consist of receiving, inspecting
and warehousing inventories of product purchased from outside suppliers and picking, packaging
and preparing customers` orders for shipment. The SEC has advised the company that it may
decide to require that certain distribution center costs be classified as costs of sales. In that case,
Amazon.com will reclassify any fulfillment costs as required and the company`s gross margin
would be correspondingly affected. Any such reclassification would not impact Amazon.com`s
sales, operating profit or loss, net profit or loss, or cash flow.

[Karl_Pfeiffer]

Amazon ist ein 100 Bagger!!! ju huuuuuuuuuuu wir weden alle reich!!!!

Amazo gooooooooooooooooooooooooooooooooooooooooooo

[reddevil]

Du solltest besser schlafen gehen.

[Catlow]

Na Karl,Spaß bei posten??Genau Leute wie Du sind Gift für dieses Board.
Wenn Du nicht in Amazon investiert bist halt dich doch einfach raus.

[janigmbh]

AMZN hat inzwischen 16,9 Mio registrierte Kunden. AOL hat nurca. 4 Miomehr. AMZN hat sich inzwischen jedoch mit Abstnad zum größten virtuellen Kaufhaus der Welt entwickelt. Durch die Hinzunahme von Partnern wie Drugstore.com und weiter geplante Aquisitionen von Produktanbietern kassiert AMZN in den nächsten Jahren kontinuierlich 3 stellige Millionenbeträge, welche zu 90% als Gewinn anfallen, da AMZN mit der Werbung und Distribution dieser Partner nichts zu tun hat. AMZN stellt quasi nur seine Webseite mit 16,9 Mio Kunden zur Verfügung. Es handelt sich bei allen Partnern um Produktanbieter, welche AMZN nicht anbietet, so daß keine Konkurrenz entsteht, die Produktpalette von AMZN optisch jedoch immer größer wird und damit AMZN sein Shoppingangebot immer mehr erweitert. Das System mit den Partnern kann man wahrscheinlich nicht endlos betreiben, aber durch dieses System wird AMZN zusätzlich zum größten Shoppingportal im Internet, wenn sie denn nicht schon sind.
Ich glaube, daß AMZN durch das Partnersystem in eine völlig neue Dimension hereinwächst.

Grüße Jani

[Samara]

Ist der Kursanstieg heute erst der Anfang? Wo liegt der A.Kurs eurer Meinung nach im Mai? Mein Tip: 120 Euro.

[tombsfan]

Hi Samara,
der Kurs von 120 wird sicherlich erst zum Ostergeschäft realistisch. Okey Valentinstag ist auch in ein paar Tagen, naja 95 € vielleicht in 2 Wochen.
Tschüss

[kevinhomealone]

Hallo,

besucht doch mal das Amazon Forum von Handelstag.de

http://www.handelstag.de

Gruß,
Andy