Seeking Alpha

Amazon (AMZN) now has more than 4K members in its partner network designed to help lure big...

Amazon (AMZN) now has more than 4K members in its partner network designed to help lure big businesses to use its cloud computing services, up from just over a thousand a year ago. The company thinks using a partner ecosystem of middlemen with developed solutions that function on AWS servers can help convince large corporations and government agencies to make the final leap to AWS.
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Comments (5)
  • HS
    , contributor
    Comments (215) | Send Message
     
    $AMZN keeps using smoke and mirrors to hide the slowing growth and declining margins
    15 May 2013, 08:36 AM Reply Like
  • Michael428
    , contributor
    Comments (811) | Send Message
     
    HS

     

    I think Amazon is a joke and am short the stock.

     

    I think the fact stock is up about $20 two weeks after analysts lowered this quarters earning estimates from 22 cents to 7 cents borders on criminal by same analysts who are increasing strike prices.

     

    I think the daily news of some addition is silly.

     

    But the above may make some sense...but still no one knows if AWS is profitable (or will be) with all the price cuts.

     

    Mike
    15 May 2013, 08:44 AM Reply Like
  • Gary J
    , contributor
    Comments (6312) | Send Message
     
    Just goes to show it's not about numbers at all. It's about growth and innovation. The smart money knows this. You are going to lose even more being short.
    15 May 2013, 08:58 AM Reply Like
  • HS
    , contributor
    Comments (215) | Send Message
     
    Gary, the mkt_cap vs. real_value is a huge pendulum. The extreme it goes into one direction, the swing to the other side will be bigger. It is only a matter of time until this happens with AMZN, a company that has has a start-up profitability for 19 years but that trades at a valuation of a very profitable blue-chip.

     

    #crooked_market
    15 May 2013, 09:21 AM Reply Like
  • Gary J
    , contributor
    Comments (6312) | Send Message
     
    Once again - when valuation begins to matter get out. I am so far ahead I don't even have to be that quick about it. It's the shorts that are in big trouble.
    15 May 2013, 10:00 AM Reply Like
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