Amazon.com Inc. (AMZN)

All Comments on AMZN

  • commenter
    lundbergj@be
    llsouth.net
    Oct 05 08:04 AM
    Bargain Basement Stocks [view article]
    Glad to have sensible new stock picks. I've considered BKC also looking @ WMI The trash still goes & may merge with Republic Reply
  • commenter
    User 272199
    Oct 05 12:12 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    oops, I meant Profit margins instead of Sales. Reply
  • commenter
    User 272199
    Oct 05 12:11 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    As for the last point of weakness, I am not sure in regards to small-cap Tech, but large-cap Tech, relative to other sectors in the S&P 500, have the most cash on hand and least amount of debt, which seems like a very positive sector to be in at times when liquidity is strained and debt-burden areas are going to be on everyone's minds.

    Large-cap Tech, aside of Consumer Staples, have been showing double-digit earnings growth, cash flow/EBIT/and Sales margin improvements. From a macro perspective, Tech is also one of the top sectors whose revenue stream benefits from foreign exposure, so a weakening dollar benefits the sector.     Reply
  • commenter
    Ames
    Tiedeman
    Oct 04 01:05 PM
    My Website
    10 Ways the Financial Meltdown Impacts Tech [view article]
    RIMM will see better days next month. This name will not stay down for long. Reply
  • commenter
    LJames
    Oct 04 11:24 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    The author makes excellent points, although I think that one possibility that I do not see addressed is a possible increase in internet advertising (both website based, and social networking sites) as marketing budgets shrink, and these departments look for more affordable ways to reach their target audience. Reply
  • commenter
    User 138602
    Oct 04 09:41 AM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    excellent views ,many thanks for sharing it with us. Do you have any thoughts on PAYX? I am waiting for CSCO to trade below 20$ ,am I too greedy ? Reply
  • commenter
    Maggie
    Oct 04 09:26 AM
    My Website
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Excellent points to consider. I wonder how it will effect all the small mom & pop businesses that deal in antiques, collectibles, homemade items, etc. that have been investing in their own websites in lieu of eBay. I can see an upside in consumers aquiring these cheaper, used and homespun goods. But a downside in higher end luxury collectibles. Also, those venturing out on their own may be less likely to want to plunk down the money involved to run their own sites while they grow. At any rate, this is certainly going to effect online sales venues one way or another, my own included.
    Reply
  • commenter
    ronnie Z
    Oct 03 08:40 PM
    Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour [view article]
    Gotta love this product,great quality,probably will go a little further down,but I think that it will be rebound, and pay all who dare to ride
    long.     Reply
  • commenter
    Curbs-In
    Oct 03 04:54 PM
    Online Holiday Sales Slowdown Forecast [view article]
    No kidding? What "genius" do we owe the pleasure of thanking for this golden tidbit of information? Oh! Lehman Brothers... I hear there are several $$$billions of their money trapped in London. Perhaps they should shop at Harrods instead. Reply
  • commenter
    LarryH
    Oct 03 02:05 PM
    10 Ways the Financial Meltdown Impacts Tech [view article]
    Good points to consider. Thanks. Reply
  • commenter
    turb0kat
    Oct 02 01:21 AM
    Cloud Computing Requires Infrastructure 2.0 [view article]
    where's the beef? Reply
  • commenter
    Sramana
    Mitra
    Oct 01 04:54 PM
    My Website
    Amazon: Will It Kindle Vertical Integration? [view article]
    ps. I would, btw, look at other segments beyond books as well, as I extrapolate out a decade. Reply
  • commenter
    Sramana
    Mitra
    Oct 01 04:53 PM
    My Website
    Amazon: Will It Kindle Vertical Integration? [view article]
    It is available on Kindle as of this morning.

    Kozak, Yes, there is a lot of truth to you observation that traditional book readers are a declining segment. However, notice the "segmentation&quo... of the above post. I think, if you look at specific segments, there are exceptions. And, Amazon, being a great merchandiser, understands segmentation very well.

     Reply
  • commenter
    kozak667
    Oct 01 12:05 PM
    Amazon: Will It Kindle Vertical Integration? [view article]
    With the ever growing competition to fill our appetite for information and entertainment in an era of ever shrinking time and proliferation of passive and free sources, books in print or electronic forms will be in a secular decline at least in the western world. China, India and other emerging markets with its expanding literate class might stem this trend but with the low barrier to entry for electronic delivery of books, they will be walled off for the likes of Amazon.com by regional dominant players. Growth of AMZN's books part of the biz will grow only to the extent of the wilting and consolidation of competitors like Barnes & Noble, Borders etc. but regarless of the sophistication, convenience and empowering tools of delivery, they may not make much difference. Think how many listen to "books on tape" rather than their ipod or blather of radio talk show while commuting to work? Those inclined to reflective consumption of knowledge is an ever shrinking market segment so don't be drunk on the kool-aid of AMZN PR or CIti's Mahoney with their wild estimates of Kindle's potential. I wish AMZN will temper such efforts so as not to side track its true strengths as a formidable juggernaut that it is as a category killer in online merchandising. Reply
  • commenter
    Lord Avebury
    Oct 01 09:44 AM
    Amazon: Will It Kindle Vertical Integration? [view article]
    Nice article. There's one irony that should be mentioned, though - "Entrepreneur Journeys" is not available on the Kindle! I was hoping to download a sample to my KIndle to check it out... Reply
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