Faisal Laljee

The Short Case For Amazon

I am not sure you can compate AMZN and BKS. Amazon is a retailer of a lot more than just books and dvds. I do agree though that the valuation is too rich. I consider it a competitor to Target. In any case, a short position is warranted.

Who Loses From Google Checkout? Not eBay, but Amazon.

I agree with Eric - I don't shop Amazon for their checkout convenience. If that were the case, I would not be shopping at Overstock, Drugstore, eBay, Expedia, Smartbargains and others. I love their customer product reviews, free shipping over $25, customer service, product recommendations, cheap prices etc.

-- Faisal Laljee