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Timothy Phillips
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Tim Phillips is CoFounder and Senior VP of Empower Semiconductor. Mr. Phillips also provides high-tech marketing and financial consulting services. Mr. Phillips has held executive positions in the semiconductor industry for twenty years including Vice-President & General Manager of a $140... More
  • Additional Signs May Point To An Amazon Miss In Q4 0 comments
    Jan 8, 2013 7:15 PM | about stocks: AMZN

    To add to my last blog's concern over US e-commerce numbers for Q4 (2.2% less growth than expected), Three pieces of news this week have me more convinced that Amazon (NASDAQ:AMZN) will miss analysts estimates this Q. (1) AMZN announced FBA/3P grew 40% in Q4. Most models called for upper 50's on growth, (2) Bezos was cited as saying that margins don;t matter and aren't a focus (boy does that sound like a bad Q), and (3) Morgan Stanley upgrade coming prior to the Q announcement was most likely coordinated with the company (wink, wink) to help pre-position a bad Q, because no one would issue now otherwise. Especially the way it was written, "profits don;t matter, just focus on revenue growth 3 years from now". (read about in my article today)

    Disclosure: I am short AMZN.

    Stocks: AMZN
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  • Bad News is still Good in this market. Bad jobs report (on consensus) = more QE. Clearly not ready for a correction yet. No summer swoon.
    Jun 7, 2013
  • $AMZN has now re-traced 100% of the drop since that terrible Q1 earnings report. How quickly the market forgets how bad the numbers are.
    Jun 7, 2013
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    May 25, 2013
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