Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
Great article, thank you very much. I am an avid book reader and eBooks are now my main source. I stop using Kindle since more that a year ago. iBooks has all the new releases priced at the same level as Amazon. Apple has an excellent customer services for returns or any other problem. Amazon customer service is inexistent, automated eMail replies.
It's official: Google (GOOG -0.7%) is acquiring Waze. No price tag has been given yet. On Google's official blog, Maps/Earth engineering chief Brian McClendon says Waze's R&D team "will remain in Israel and operate separately for now." He adds Google is "excited about the prospect of enhancing Google Maps with some of the traffic update features provided by Waze and enhancing Waze with Google’s search capabilities." (previous) [View news story]
The number of Google acquisitions is mind bugling, many bad investments others great like YouTube. Motorola has being a disaster and is a source of conflict with Android partners. I dont think that the route of acquisitions can make Google an innovating company. Since "search" it is little that can be considered "game changer" like the iPhone which its concept and something else Google copy
ChannelAdvisor Data Springs Large Negative Surprise For Amazon.com [View article]
It is great to see you persevere and highlight important news of what is really happening in eComerce and Amazon. As Newton discovered the law of gravity, Amazon sooner or latter will come down and to touch solid ground. It is not rational a model (beyond blind faith) that is based on growth with out profit, blended with increase costs. Thank you Paulo.
Why Google Chrome Will Crack Windows [View article]
I dont think there is nefarious in offering free services. These are financed by adds, which make the fragile and unstable depending of the season. Is true that Google has enough powder to keep the "non-profit" initiatives rolling. I was not saying that Android is done, just that the honeymoon is over and signs will became more evident with time. Samsung stock fall 6.7% last week on slowing Galaxy sales. Here is an interesting article: http://buswk.co/18hlYoV
Though food is generally a low-margin business, AmazonFresh might have some profit potential: 1) Amazon's (AMZN) push into grocery delivery could help it sell more general merchandise as consumers bundle orders, according to Wells Fargo analyst Matt Nemer. 2) The company charges customers in the Seatttle area about $8 to $10 for most deliveries to help it cover costs, although orders over $100 can be free. 3) An anecdotal report from a pie maker in Seattle suggests Amazon slices off $2 for every $9 pie sold through AmazonFresh. 4) A buzz-worthy rewards program could also help the company boost overall sales and ratchet up margins. [View news story]
Amazon was a great when it was considered a pioneer in the e_Cultural Industry. Books and lettuces don't mix well.
There's No Limit To Google's Ambitions [View article]
Hype could be a course. The problem with Google is that 90+ % of revenue is from adds. All new pet projects are no-profit, many being continually discontinued. If anything all activities seem to be unfocused .
Google stock price has fall more than 10% in the last 10 days.
Why Google Chrome Will Crack Windows [View article]
Interesting article with a major flaw. Nothing is free and consumers eventually pay for free Chrome, and other services. Goggle is a profit venture and will extracted any way it can as it supposed to be. Unfortunately the fee way is deceiving and a short term solution. The honeymoon of Android will start to end soon with new Motorola phone that Google need to balance Galaxy success. Samsung on the other hand will struggle to keep its products based on a chaotic structure of evolving software without their control. I agree that Chrome might be the answer but it go head to head with Android.
Motorola (GOOG) intends to introduce a new smartphone called the Moto X in October as it seeks to pull itself back into the top tier of mobile device makers. The handset will be made by Flextronics (FLEX) at a plant in Texas that will employ 2,000 people by August. The Moto X will incorporate two processors to conserve battery life, and include sensors to help it better understand the needs of the user. [View news story]
Another sign of Goggle lack of focus. The new phone is a blow for Android making the whole universe more chaotic. Will be interesting what Google partners such as Samsung think of this move?
Amazon (AMZN) workers at its logistic center in Leipzig in Germany were due to go on strike today in a dispute over pay and benefits. The action follows strikes at the online retailer's facilities in Bad Hersfeld earlier this month, as well as in Leipzig. The workers' union wants Amazon to implement a collective agreement similar to contracts at other mail order and retail companies. [View news story]
Another sign of a deteriorating image. The press has not report on these important events. In Europe the brand is having problems that eventually spill in the US
Tim Cook's Improbable Victory In Washington [View article]
I am surprised to read such a bias and superficial note. To only quote Levin is to miss the whole event. The though talk by Congress is typical, including to former colleagues (look questions from McCain to Secretary Defence Hegel at his confirmation hearing). I think, Amazon and Google will have a tougher time if they testify. We live in a country of laws and non was broken. Politics and business don't mix. I suggest that Felix read more about how Congress work. In good faith his next note will be different and will not feel naively "..astonished that Cook emerged from this hearing so unscathed..." . Cook did a great job in a complicated environment.
In what could be a win for PayPal (EBAY), Google (GOOG) is shutting down Checkout in 6 months to focus its online payments efforts on Wallet. Though Google will still handle payment processing for developers selling on Google properties (Play, Chrome Web Store, Offers Marketplace), 3rd-party merchants using Checkout and lacking an internal processing solution will have to find an alternative. The announcement comes a week after Google announced several new Wallet features, including new developer APIs and an option to attach money to Gmail messages. [View news story]
Google open and close "free" services and features all the time. Therefore this is not a surprise. I hope not to many small business or professionals really on Google patchy record in the stability and long term life of its products.
Amazon - The Mystifying Estimates For The Quarter Just Ahead [View article]
I am glad to see a consistent analysis. Your articles show the irrational behavior of a clearly overvalued stock . The numbers are horrible, reporting is not transparent and the image of Amazon is deteriorating, including a recent strike by its workers in Europe which except the FT is ignored Financial Times, Amazon hit by old-world strike action. By James Wilson in Frankfurt and Barney Jopson in New York --Online retailer’s employment practices and conditions for staff are under scrutiny, after allegations of poor treatment of seasonal workers Read the full article at: http://on.ft.com/17pey1x I agree that we will have a big burst and a major adjustment.
Amazon Works On Alphabet Projects, Crowded Markets Ahead [View article]
To many products, to much failed platforms (Fire is now smoke). In the long term, Hype can't compensate profits. Soon investors will start asking for transparency and naturally earnings
Amazon: Good Business, Bad Stock - Stay Away For Now [View article]
Great note, Thank you. I think that the headwinds you mention is more like tropical storm of level 1 hurricane. Microsoft with Azure will take out iCloud business, there is a growing distaste for Amazon predatory pricing policies that has made independent bookstores close and other small business struggle.
Also I think blurred disclosure with platitudes when Kindle sales should be transparently released ans any major corporation does.
Even with the step drop the stock continue to be overvalued.
Apple Brings iBooks To Computers - Should Amazon Be Worried? [View article]
It's official: Google (GOOG -0.7%) is acquiring Waze. No price tag has been given yet. On Google's official blog, Maps/Earth engineering chief Brian McClendon says Waze's R&D team "will remain in Israel and operate separately for now." He adds Google is "excited about the prospect of enhancing Google Maps with some of the traffic update features provided by Waze and enhancing Waze with Google’s search capabilities." (previous) [View news story]
I dont think that the route of acquisitions can make Google an innovating company. Since "search" it is little that can be considered "game changer" like the iPhone which its concept and something else Google copy
ChannelAdvisor Data Springs Large Negative Surprise For Amazon.com [View article]
As Newton discovered the law of gravity, Amazon sooner or latter will come down and to touch solid ground. It is not rational a model (beyond blind faith) that is based on growth with out profit, blended with increase costs.
Thank you Paulo.
Why Google Chrome Will Crack Windows [View article]
Samsung stock fall 6.7% last week on slowing Galaxy sales. Here is an interesting article:
http://buswk.co/18hlYoV
Though food is generally a low-margin business, AmazonFresh might have some profit potential: 1) Amazon's (AMZN) push into grocery delivery could help it sell more general merchandise as consumers bundle orders, according to Wells Fargo analyst Matt Nemer. 2) The company charges customers in the Seatttle area about $8 to $10 for most deliveries to help it cover costs, although orders over $100 can be free. 3) An anecdotal report from a pie maker in Seattle suggests Amazon slices off $2 for every $9 pie sold through AmazonFresh. 4) A buzz-worthy rewards program could also help the company boost overall sales and ratchet up margins. [View news story]
There's No Limit To Google's Ambitions [View article]
Google stock price has fall more than 10% in the last 10 days.
Why Google Chrome Will Crack Windows [View article]
I agree that Chrome might be the answer but it go head to head with Android.
Motorola (GOOG) intends to introduce a new smartphone called the Moto X in October as it seeks to pull itself back into the top tier of mobile device makers. The handset will be made by Flextronics (FLEX) at a plant in Texas that will employ 2,000 people by August. The Moto X will incorporate two processors to conserve battery life, and include sensors to help it better understand the needs of the user. [View news story]
Amazon (AMZN) workers at its logistic center in Leipzig in Germany were due to go on strike today in a dispute over pay and benefits. The action follows strikes at the online retailer's facilities in Bad Hersfeld earlier this month, as well as in Leipzig. The workers' union wants Amazon to implement a collective agreement similar to contracts at other mail order and retail companies. [View news story]
Tim Cook's Improbable Victory In Washington [View article]
I think, Amazon and Google will have a tougher time if they testify.
We live in a country of laws and non was broken.
Politics and business don't mix. I suggest that Felix read more about how Congress work. In good faith his next note will be different and will not feel naively "..astonished that Cook emerged from this hearing so unscathed..." . Cook did a great job in a complicated environment.
In what could be a win for PayPal (EBAY), Google (GOOG) is shutting down Checkout in 6 months to focus its online payments efforts on Wallet. Though Google will still handle payment processing for developers selling on Google properties (Play, Chrome Web Store, Offers Marketplace), 3rd-party merchants using Checkout and lacking an internal processing solution will have to find an alternative. The announcement comes a week after Google announced several new Wallet features, including new developer APIs and an option to attach money to Gmail messages. [View news story]
Amazon - The Mystifying Estimates For The Quarter Just Ahead [View article]
Amazon hit by old-world strike action. By James Wilson in Frankfurt and Barney Jopson in New York
--Online retailer’s employment practices and conditions for staff are under scrutiny, after allegations of poor treatment of seasonal workers
Read the full article at: http://on.ft.com/17pey1x
I agree that we will have a big burst and a major adjustment.
Amazon Works On Alphabet Projects, Crowded Markets Ahead [View article]
Amazon: Good Business, Bad Stock - Stay Away For Now [View article]
Also I think blurred disclosure with platitudes when Kindle sales should be transparently released ans any major corporation does.
Even with the step drop the stock continue to be overvalued.
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]