Scott Reamer on Internet Sector Scott Reamer, Director of Internet Research, SG Cowen, Sector Spotlight on CNBC.
Third-party data points to a fantastic holiday season, and Q4.
Especially for AMZN.
Agrees with many former Squawk Box guests that Business to Business arena is the place to be.
AMZN Has a 65% sequential growth rate expectation over the September quarter. Most hoping for more than $700 million in sales may be too high, but expectations are high.
For a table with various analysts comments on AMZN see:
https://205.178.157.1/copy_of_209_75_214_115/Internet.htm#Views_on_AMZN
For a summary of Reamer's entire discussion see CNBC Specials page at https://207.235.5.146/