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sillarsdave

 
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  • Amazon - Rapids Ahead? [View article]
    Last night Amazon announced its steepest profit decline in a decade. It missed earnings estimates and guided significantly lower. The article was never an attack on Amazon or Jeff Bezos (I happen to think Amazon's current strategy for market-share grab is a good one). I was simply saying there are robust arguments to believe Amazon could sell-off in the short-term.
    Jul 27 03:48 AM | Likes Like |Link to Comment
  • Amazon (AMZN): Q2 EPS of $0.01 misses by $0.01. Revenue of $12.83B (+29% Y/Y) misses by $60M. Sees Q3 revenue of $12.8-$14.3B vs. consensus of $14.1B. Shares -7.3% AH. (PR)  [View news story]
    The tax situation has changed. For 40% off the American population so far.
    Jul 26 05:50 PM | 1 Like Like |Link to Comment
  • Bears Say Nokia's Products Are Obsolete; Consumers Disagree [View article]
    I agree and it looks like Nokia are going for market share with there 50% cut on the Lumia this weekend. However, the market cap isn't trading at a discount to the patent portfolio. The patent's are generally considered to be worth somewhere between $1.8 - $3bln. Add on Navtech division, NSN Stake ($3bln) as well as the handset division and you can see Nokia is trading at a significant discount and has a very solid balance sheet (about $4.2 bln. currently). I believe they will be a takeover story. It's just a shame Senseg look to be working with Apple rather than their fellow countrymen.
    Jul 16 02:14 AM | Likes Like |Link to Comment
  • Be careful what you wish for: After physical retailers railed on Amazon (AMZN) for years over the unfair advantage the online seller had by skirting state sales tax charges on customers, the tide has turned completely with states working out deals with the suddenly compliant company. But it's not quite the total victory that retailers forecast given Amazon's newfound ability to deliver items across the country within a day by expanding its network of warehouses now that it's not worried about where it maintains a physical presence.  [View news story]
    Digital media obviously won't be affected by (potentially) faster shipping and that's where the migration is headed. Affiliates through Amazon Marketplace often outsource drop-shipping elsewhere anyway. It really becomes a trade off between potentially speedier delivery (what cost building additional fulfillment depots?) and higher costing product (Amazon's customers in California saw their prices go up 9% overnight on June 30th). Amazon is situating a new fulfillment depot in Texas to persuade the state not to pursue what it sees as Amazn's uncollected sales state tax liability of $269. Logistically it maes no sense for Amazon to have a distribution presence in every state. There is also the risk that Amazon is challenged by multiple states (who are facing large wholes in their budgets presently) over historically unclaimed sales tax.
    Jul 11 08:43 AM | Likes Like |Link to Comment
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