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  • Paulo Santos
    David Einhorn is not yet short AMZN. :-)
    7/10/12
    Reply (8)
    • pokalolo: He is smart not stupid and Bezos doesn't think 1/4 to1/4,but,invests for the future! A "leader" now an then works in retail an always will !
      7/10/12
    • Paulo Santos: That's what he wants you to think. And he's been pretty successful at it (at making you think that, I mean)
      7/10/12
    • pokalolo: Maybe,but,as time goes by the Kindle & other give aways @ cost will help carve out content sales! That is game & league big will play in
      7/10/12
    • Paulo Santos: pokalolo, that's small potatoes when compared to iOS or Android ... whose integrated store will savage AMZN's digital goods sales.
      7/10/12
    • pokalolo: That is why AMZN wants to lock in content.Content 7 spectrum are 2 STRONG currencies.IMHO CLWR is @ option prices an could be a triple/quad
      7/10/12
    • pokalolo: My guess if.. It will be FB if they get act together and tie BING into social search and add retail. Then smack GOOG
      7/10/12
    • Paulo Santos: pokapolo, nobody locks content. They just license it. It's not theirs, it's not exclusive either.
      7/10/12
    • pokalolo: There are content owners and AAPL Foundation controls Dream Works and so much DIS they should BUY it !! Become their own financial country !
      7/10/12