- AMAZON! - JüKü, 23.06.2000, 17:43
- Was war denn mit amazon? - eferis, 23.06.2000, 17:48
- Re: Was war denn mit amazon? - JüKü, 23.06.2000, 17:53
- Skandal: Verluste bei Amazon! - NickLeeson, 23.06.2000, 18:30
- Artikel in der New York Times - NickLeeson, 24.06.2000, 16:41
- Die Presse schießt jetzt aus allen Rohren... - NickLeeson, 24.06.2000, 17:58
- Financial Times - NickLeeson, 24.06.2000, 18:19
- Amazon reagiert! - Sascha, 25.06.2000, 22:49
- Hier noch der dazugehörige Link! - Sascha, 25.06.2000, 22:50
- Exhaustion-Gap? Lichtblick für 'dottores' Buch-Bezugsquelle? - Uwe, 24.06.2000, 19:30
- Re: Exhaustion-Gap? Lichtblick für 'dottores' Buch-Bezugsquelle? - JüKü, 24.06.2000, 23:50
- Die Presse schießt jetzt aus allen Rohren... - NickLeeson, 24.06.2000, 17:58
- Artikel in der New York Times - NickLeeson, 24.06.2000, 16:41
- Skandal: Verluste bei Amazon! - NickLeeson, 23.06.2000, 18:30
- denen geht schlicht das Geld aus - m. ghandi, 23.06.2000, 18:30
- Re: denen geht schlicht das Geld aus - dottore, 23.06.2000, 21:28
- Re: Was war denn mit amazon? - JüKü, 23.06.2000, 17:53
- Was war denn mit amazon? - eferis, 23.06.2000, 17:48
Financial Times
Die Kommentare werden immer vernichtender:
<h2>Amazon.com shares plunge after Lehman warning</h2>
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Anthony Noto of Goldman Sachs said he also expected $600m of sales: "I don't see any upside for the second quarter, and I don't see any opportunity for upside for the rest of the summer."
That is a contrast to Amazon's past record of comfortably exceeding estimates for its quarterly results. Mr Noto said Amazon and others were seeing the effect on sales of lower advertising and the lack of positive press comment on the industry.
Some equity analysts attacked Lehman's Mr Suria for saying that Amazon had"[a] weak balance sheet, poor working capital management, and massive negative cashflow - the financial characteristics that have driven innumerable retailers to disaster throughout history."
Lehman said it expected Amazon's cash balances to run out by the first quarter of 2001. However, Tom Wyman, e-commerce analyst with J.P. Morgan, estimated Amazon had $900m of cash - enough never to have to raise money again. Mr Suria defended his recommendation that investors avoid the convertible bonds, saying:"The company spins a story and the whole point of credit analysis is you look at the numbers, not the story."
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