Seeking Alpha
View as an RSS Feed

Alcaraz Research  

View Alcaraz Research's Articles BY TICKER:
  • Amazon Gets Upgraded, PT Raised To $480; Starts Price War Versus Apple And Samsung
    Apr. 21, 2014 AMZN 22 Comments

    Summary

    • Amazon is deliberately targeting the iPad Mini, iPad, and Galaxy Tab with timely price-cuts. Amazon’s reduced market share in 2013 is mainly due to $100 white box tablets from China.
    • The $199 Kindle Fire HDX has superior technical specs than the $399 iPad 4th Generation.
    • The $480 Price target and BUY recommendation from Argus analysts confirms that Bezos sales-growth-first policy is still attractive to analysts.
  • Amazon Phablet Can Disrupt iPhone 6 And Galaxy S5 Sales
    Apr. 15, 2014 AMZN 23 Comments

    Summary

    • Amazon doesn’t need 3-D image viewing technology to steal buyers away from Apple and Samsung. It just needs to be phablet-sized and Xiaomi Mi3-cheap.
    • Amazon should emulate the success of the Xiaomi Mi3 – great phone with high-end specs but with mid-range price tag.
    • A 10 million sales target for Amazon for this year is feasible. It will be better for the company to release the phone earlier than the iPhone 6.
  • The Amazon Fire TV Can Burn Down Apple TV, Roku And Chromecast
    Apr. 3, 2014 AMZN 34 Comments

    Summary

    • Jeff Bezos timely release of the Amazon Fire TV spoils Tim Cook’s plan for the Apple TV 4. Chromecast is cheaper, but has no game controller.
    • Amazon’s huge library of movies, music, and games poses a serious threat to Roku and Apple’s market share in the media streaming business.
    • The Fire TV also includes support for gaming which is what Apple is trying to do with the new upcoming Apple TV. Amazon Prime also benefits from the Fire TV.
  • Amazon: Revenue And Free Cash Flow Growth Are All That Matter
    Jan. 31, 2014 AMZN 21 Comments
More on AMZN by Alcaraz Research