Comments on Vijay Singal's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/vijay-singal/articles http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-174892 174892 Tue, 27 May 2008 23:09:07 -0400 http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171621 171621 Thu, 22 May 2008 08:45:27 -0400
WAY TOO EXPENSIVE to be a buy regardless of what you think of their business model.]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171190 171190 Wed, 21 May 2008 14:32:25 -0400
Many of these competitors sell USED merchandise that they advertise as NEW.

This tarnishes Amazons reputation.
I've stopped buying there.
]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171108 171108 Wed, 21 May 2008 12:00:07 -0400
I too love AMZN and think they have a great business that I love. However I believe their valuation is astronomical. According to Google Finance, at 79.41, their stock is trading 51x forward earnings at 67x trailing. This for a business, that is certainly growing, but has a 4.4% operating margin and a 3.2% net margin? Sure they have tripled revenues in the last 5 years but their operating margins are about the same as they were 5 years too (sub 5%). Don't get me wrong, I'm a junkie for their product and spend more money their than anywhere else. My quick take though is that they don't get to bring home much of that money I spend.]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171104 171104 Wed, 21 May 2008 11:53:43 -0400 http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171077 171077 Wed, 21 May 2008 11:16:23 -0400
Also, Vijay doesn't mention this, but AWS (Amazon Web Services) is an extremely innovative cloud computing solution that Google is now trying to copy itself.]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171074 171074 Wed, 21 May 2008 11:13:18 -0400
More on this at :
wholegamut.wordpress.c.../]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171037 171037 Wed, 21 May 2008 10:36:30 -0400 http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-171012 171012 Wed, 21 May 2008 10:02:24 -0400
Don't judge Kindle by it's V1 product. That will change quickly.]]> http://seekingalpha.com/article/78257-the-case-for-amazon-com?source=feed#comment-170988 170988 Wed, 21 May 2008 09:31:20 -0400
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