Louie Junior

Amazon: No Major Threat from Target's New E-Commerce Initiative

Holy Cow - These analysts have lost all credibility ... pumping a bloated stock like Amazon while its biggest customer decides to become a competitor.

Amazon: Isn't Adding Taxes Bad During a Recession?

Good for North Carolina!

This author doesn't have a firm grasp of the facts. This is not a new tax, or an "additional" tax. Use tax is a tax due on purchases made outside of North Carolina for storage, use, or consumption in North Carolina. The use tax is paid to the N. C. Department of Revenue by the purchaser when the North Carolina tax has not been collected by the seller. Use tax is not a new tax. It was first enacted in 1939.

Why describe this as a scheme?
Isn't that the word democrats use instead of "policy" or "plan" when they want to make a proposal sound nefarious?

www.dor.state.nc.us/fa...

Kindle's Widescreen Debut Confirms Earlier Rumors

Long term commitment with the NY Times and the Boston Globe?
Great timing Amazon! -- Any Deals with General Motors?

Will Kindle Success Come at Amazon's Expense?

The author seems to think Kindle success is inevitable. As far as I know, there are no metrics available relating to is sales or profitability. Amazon is very adept at spinning and hyping its products and services but delivers very little, figuratively speaking. I have never seen a Kindle and have no interest in using one. I question its success, both past and future.

Amazon: 300,000 Kindle 2s Sold, Up to 1 Million Expected in 2009

??? "Our sources on Kindle sales have proven extremely reliable in the past. Last August we nailed the number of Kindle 1 devices sold at that time"

According to who? -- Not Amazon! They have never released any numbers. Someone else made a guess that is the same as your guess and you claim you "nailed" it.

Why I Remain Short Amazon

Using my dumb money metric and the unanimous dissent voiced here -- I believe the author is correct.

It is overvalued in spite of the fact that earnings and revenues are growing.

The same comments above, would undoubtedly have been made, even if the share price had jumped to $100 or $200.

Amazon: An 'Unmatched Online Marketplace' - JP Morgan

January 2, 2008 (One Year Ago) JPMorgan’s Internet analyst Imran Khan and his team released a massive 312-page report this morning titled Nothing But Net that paints a bullish picture for the major Internet stocks (Google, Amazon, Yahoo, eBay, Expedia, Salesforce.com, Ominiture, ValueClick, Monster.com, Orbitz, Priceline, CNET, etc.)

How'd that come out, Imran -- Especially YHOO?

Amazon, Apple Shine in Otherwise Down E-Holiday Season

Amazon didn't claim to have a great Christmas -- they said unit sales were higher than last year on the busiest day. You are the one who said they had a great christmas. I think you are going to be surprised and disappointed in three weeks when they announce single-digit revenue growth.

Amazon's Holiday Season Results Still Inconclusive

My take -- The "news" release was subjective and meaningless. You fail to consider that five fewer shopping days, 27 vs 32, or 16% fewer than in 2007's holiday season would naturally generate more sales per day.

The fact that Amazon's "busiest day" unit sales were only up 17% in a compressed season is bearish -- not inconclusive!

Amazon, At Least, Had a Merry Christmas

Amazon's press release is full of useless, subjective information. For you to buy into this type of non-financial hype is comical. This is exactly what the firm wants you to do.

You do realize they'd release the same"news" if their sales were up 1%, don't you?

You clearly haven't followed Amazon for verr long.

Amazon: Sacrificing Margin for Sales

Good Analysis -- although I doubt the dollar's rally will continue in light of the trillion dollar taxpayer bailout.

Know How Many Kindles Amazon Has Sold? 240,000

Good Article, although I don't believe Amazon will see this kind of parabolic growth. Sure, early adopters will pay $300+ for the gadget and $10 per book -- but the masses will not. Amazon is going to have to ultimately give away the hardware and charge for the E-books, or vice versa, before joe six-pack becomes interested.

Somewhere down the road, you need to cut your estimate in half.

Amazon: Transitioning Into a Technology and 'Cloud Services' Company

Only problem is ... earnings need to triple or quadruple to catch up to the share price.

Not a good time to accumulate!

Amazon Amazes!

The lovefest with Amazon continues! This author, and others like her, help Amazon sugarcoat its performance. Who ever heard of including a non-cash, one-time capital gain in operating income?

"Another reason for Amazon’s higher-than-expected earnings could be a non-cash gain of $53 million from the sale of the company’s European DVD rental assets." -- No kidding!

Amazon.com, Inc. F2Q08 (Qtr End 06/30/08) Earnings Call Transcript

So much for financial clarity, and transparency! These clowns are evasive, elusive and border on sleazy. I don't trust them.