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Timothy Phillips is currently both an independent investor and executive consultant in the Technology and Finance industries. Previously, Mr. Phillips held executive positions in the semiconductor industry for more than eighteen 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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