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Amazon.com, Inc. (AMZN)

- NASDAQ
  • Nov. 18, 2011, 10:57 AM
    A new iSuppli teardown shows the cost to make the Kindle Fire (AMZN -0.8%) is $201.70, while the device sells for $199, reinforcing assumptions that Amazon sells the product at or near a loss. Among component suppliers, iSuppli says the biggest winner is Texas Instruments (TXN +0.2%), with total components accounting for ~13% of the device's total bill of materials.
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  • Nov. 17, 2011, 11:59 AM
    Now that the Kindle Fire is out, is Amazon (AMZN) gearing up to offer a smartphone? Citi's Asian supply checks lead it to believe Jeff Bezos & Co. are jointly developing a phone with Foxconn, with a Q4 2012 launch in mind. Like the Kindle Fire, Citi expects the device to be powered by a Texas Instruments (TXN) OMAP 4 processor (previously), and also thinks a Qualcomm (QCOM) baseband chip will be used.
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  • Nov. 17, 2011, 8:14 AM
    Google's (GOOG) new music service has been dismissed by some as a me-too effort created in response to Apple (AAPL) and Amazon's (AMZN) success, but Matt Rosoff argues its support for independent artists, who can sell music on their own, helps make it a big deal. However, the fact that Warner, one of the big-4 music labels, isn't yet supported could prove a major issue.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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)
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  • 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."
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  • 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.
    | 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.
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  • 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)
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  • 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.
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  • 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.
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  • 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.
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  • 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."
    | 3 Comments
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Company Description
Amazon.com Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offerselectronic devices like Kindle e-readers and Fire tablets.
Sector: Technology
Country: United States