, Inc. (AMZN) - NASDAQ
  • Nov. 16, 2011, 12:28 PM

    Texas Instruments (TXN +2.5%) shares are on the move after iFixit said last night it discovered a TI processor at the core of the new Amazon (AMZN) Kindle Fire. Stifel Nicolaus believes more than $30 of TI components may be in the device, and that Kindle Fire sales may account for $150M-plus, or ~4.4%, of TI's Q4 revenue.

    | Nov. 16, 2011, 12:28 PM | 1 Comment
  • Nov. 16, 2011, 8:01 AM

    The Kindle Fire (AMZN) finds some defenders today. Pascal Emmanuel-Gobry asserts weak reviews won't affect sales, since consumers understand they're not getting an iPad (AAPL) equivalent for $199, and that better hardware will arrive over the long-term. Meanwhile, Walt Mossberg believes the Fire can fill a niche among budget tablet buyers primarily interested in content consumption.

    | Nov. 16, 2011, 8:01 AM | 1 Comment
  • Nov. 15, 2011, 10:11 AM
    As Kindle Fire deliveries kick off to enormous consumer buzz (albeit lukewarm reviews), analysts are making optimistic forecasts about the device's long-term impact. JPMorgan's Doug Anmuth expects 20M Fire shipments in 2012, and $8B in total Kindle-related sales in 2013. Anmuth's bullishness on the Fire's adoption has led him to lift his PT for Amazon (AMZN) to $250 from $230.
    | Nov. 15, 2011, 10:11 AM
  • Nov. 14, 2011, 1:29 PM
    Though the Kindle Fire is receiving less-than-glowing reviews, Amazon (AMZN +1.7%) is outperforming today, while Barnes & Noble (BKS -2.7%) is selling off after rallying strongly last week (I, II). An in-depth Wired interview with Jeff Bezos, in which he goes over Amazon's hardware, content, and web services strategies, could be giving bulls some encouragement.
    | Nov. 14, 2011, 1:29 PM | 1 Comment
  • Nov. 14, 2011, 8:24 AM

    Groupon (GRPN) plans to follow up on its IPO with a big holiday sales push, as it fights to stay ahead of rivals LivingSocial, Amazon, and Google. A holiday deals product called Grouponicus will target 26 additional cities this year, and a premium product called "Epic Deals" will kick off tomorrow. (previously)

    | Nov. 14, 2011, 8:24 AM
  • Nov. 14, 2011, 7:44 AM

    The first reviews for Amazon's (AMZN) Kindle Fire are ambivalent. "The Fire does not have anything like the polish or speed of an iPad (AAPL)," says the NYT's David Pogue. Engadget calls the device "a great value," and loves its content integration, but also writes, "When stacked up against other popular tablets, the Fire can't compete."

    | Nov. 14, 2011, 7:44 AM | 9 Comments
  • Nov. 13, 2011, 8:37 AM

    While "the pricey Android" guys are likely to feel the immediate brunt of the $199 Kindle Fire (AMZN), Brooke Crothers believes the iPad (AAPL) will be vulnerable in the longer term. The impact is "as inevitable as the $999 MacBook Air," which began life in the $1,800-$3,000 range.

    | Nov. 13, 2011, 8:37 AM | 32 Comments
  • Nov. 11, 2011, 4:24 PM

    As Amazon (AMZN) gears up to ship the Kindle Fire, it can boast an early lead in available content over Barnes & Noble's (BKS) Nook Tablet. While both devices will support staples such as Netflix, Pandora, and Angry Birds, Amazon's Appstore for Android easily carries more programs than B&N's Nook Apps collection, and its 400+ newspaper/magazine titles beats B&N's 270+ titles.

    | Nov. 11, 2011, 4:24 PM
  • Nov. 11, 2011, 1:55 PM

    Nvidia (NVDA +3.5%) is now rallying following a morning plunge. Commentary on the company's FQ3 report (I, II) has focused heavily on its Tegra mobile processor chips. Raymond James (Strong Buy) is happy with the design win pace for Tegra 3 chips, while MKM (Neutral) is concerned about the loss of Motorola as a customer, as well as AMZN's decision to go with TXN for the Kindle Fire. (transcript)

    | Nov. 11, 2011, 1:55 PM
  • Nov. 11, 2011, 10:24 AM

    Nomura takes a guarded stance on Amazon (AMZN) and eBay (EBAY), launching coverage on both at Neutral (I, II). While expecting Amazon's revenues to soar, Nomura also expects its massive investments to create sustained margin pressure. As for eBay, the firm doubts the recent rebound in eBay's Marketplaces business will last. "We do not believe in Internet turnaround stories," it asserts.

    | Nov. 11, 2011, 10:24 AM | 1 Comment
  • Nov. 11, 2011, 9:40 AM
    Forrester estimates U.S. holiday spending will grow at a 15% clip Y/Y to hit $60B - linking the healthy increase to the ease of shopping with tablet computers and a growth in online deals. The firm's research shows close to half of all consumers believe they can find better deals online at sites such as AMZN, EBAY, and OSTK than from pounding the pavement.
    | Nov. 11, 2011, 9:40 AM
  • Nov. 11, 2011, 8:00 AM
    Sun Microsystems co-founder Andy Bechtolsheim thinks Amazon's (AMZN) fast-growing web services division (AWS), together with quality open-source software, has created a more level playing field for startups relative to incumbents. AWS' low costs and scalability have led even larger firms such as Netflix (NFLX) to stay loyal, rather than build out their own infrastructure.
    | Nov. 11, 2011, 8:00 AM
  • Nov. 10, 2011, 5:15 PM
    Why would Amazon (AMZN) suddenly add its support to the momentum behind an Internet sales tax? In a nutshell, because eBay (EBAY) is against it. EBay's business is based much more around servicing small retailers, and thus would be hurt more than its bigger rival. Joe Weisenthal sees Amazon becoming more like Wal-Mart (WMT), "turning the screws to smaller businesses."
    | Nov. 10, 2011, 5:15 PM | 3 Comments
  • Nov. 10, 2011, 2:14 PM

    Barnes & Noble (BKS +7.6%) is rallying hard for the second straight day; shares are now up nearly 30% since the company unveiled its Nook Tablet on Tuesday. Short-covering is likely a factor (46.7% of float shorted as of Oct. 14), though it doesn't hurt that the Nook Tablet's impressive specs have calmed fears B&N would have no answer to Amazon's (AMZN) Kindle Fire. (earlier)

    | Nov. 10, 2011, 2:14 PM
  • Nov. 10, 2011, 2:02 PM

    Some e-reader facts from a giant infographic made by RetailMeNot: the % of U.S. adults with an e-reader doubled to 28M between Nov. '10 and May '11; e-book sales accounted for 8.3% of book sales in 2010; Amazon (AMZN) sells 143 e-books for every 100 hardcovers; and 53% of e-reader owners say they read more now than 6 months ago, compared with 18% of non-owners. (IDC data)

    | Nov. 10, 2011, 2:02 PM
  • Nov. 10, 2011, 10:43 AM

    Apple (AAPL -2.3%) continues moving lower (previously) on account of a downbeat note from Cleveland Research. The firm is cutting its iPad shipment estimates, citing competition from Amazon's (AMZN) Kindle Fire. Amazon just lifted its 2011 orders for the Fire, which doesn't get put to the test by customers until next week.

    | Nov. 10, 2011, 10:43 AM | 13 Comments
Company Description, Inc. provides online retail shopping services. It provides services to four primary customer sets: consumers, sellers, enterprises, and content creators. The company also provides other marketing and promotional services, such as online advertising and co-branded credit card... More
Sector: Technology
Country: United States