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  • 3D printing stocks fall on Barron's piece [View news story]
    malc9141, Why do believe the new product is more profitable (while not being more costly)?
    Apr 24, 2015. 02:32 PM | Likes Like |Link to Comment
  • Why Amazon Is Still Cheap [View article]
    @staux "A global research study conducted by Fitch suggests only 11% of shoppers judge it to be a chore, while 42% are enthusiasts and 47% enjoy shopping."

    That's because the 89% you quoted do their tedious shopping online. They leave "fun" shopping to do in person, so they're enthusiastic about it. The people who do no online shopping are that 11% so it's a real chore for them and a pain in neck. (I'm just joking, although I'm not sure your numbers make a specific argument about AMZN. You're basically saying this is a death knoll for growth of any online retailer which is hard to believe.)
    Mar 18, 2015. 04:47 PM | Likes Like |Link to Comment
  • Why Amazon Is Still Cheap [View article]
    @Thud "... admitted to subscribing to Netflix as well as Prime. I'm not a streamer, but I can't help thinking, "How clunky is the Amazon interface, that so many use Prime for shipping, and still pay for another streaming service?"

    Both have exclusive shows. It's like asking why buy both Showtime and HBO.
    Mar 18, 2015. 04:32 PM | Likes Like |Link to Comment
  • Why Amazon Is Still Cheap [View article]
    Justin, Many people choose mail order over a local store for convenience, not price. Mail orders mean the customer doesn't waste time traveling and shopping. In this case Amazon also has a large selection, and if the customer does not live in a large city they often carry items that just aren't available locally. There is no local store in that case.
    Mar 18, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • Still Upside Potential In Visa [View article]
    NOFZac, I agree but I think he's arguing that the fees collected on a $50 tank of gas net V more than the fees on a $30 tank of the same gas.
    Jan 26, 2015. 11:11 PM | 1 Like Like |Link to Comment
  • Thoughts On AMD's New CEO [View article]
    Wow. A lot of the posters here seem to be very emotionally invested in INTL or AMD. Some of the Kaveri comments seem a little over the top. Yes, Intel chips can do better, but as a consumer Kaveri can be a real "value" chip. Depending on your needs and what you choose, you can get a lot for the money. That is the part of the appeal. I have no position in either at this time, but hope Su can turn the company around just for the mere fact that competition is good for the industry.
    Oct 14, 2014. 05:38 PM | 2 Likes Like |Link to Comment
  • The Anti-Loss Leader Policy [View article]
    Costco is not everywhere, and not in my area. I don't understand why it's so frequently mentioned when discussing AMZN.
    Sep 23, 2014. 02:00 PM | Likes Like |Link to Comment
  • The Anti-Loss Leader Policy [View article]
    I don't understand the fascination with a $649 price. Many consumers only look at the price with contract which was $199 (maybe too high for those who don't want free Prime) and now $0.99. Yes, buying an unlocked phone saves money over the long term, but a lot of people just don't do that.
    Sep 23, 2014. 01:53 PM | 2 Likes Like |Link to Comment
  • AT&T And DirecTV Merger Under Scrutiny - How Will It Affect Shareholders? [View article]
    I think he means the T/DTV arguments have some substance or merit.
    Sep 19, 2014. 03:29 PM | Likes Like |Link to Comment
  • Alibaba AMZN EBay Online Retail Future  [View instapost]
    Rookie IRA Investor, To me, that's a very strange point of view. Maybe I've completely misunderstood your comment.

    You're basically saying it's OK when someone at a Nike factory decides to "just make more," as they're known to do, but with a different label that he can sell. They're basically stealing IP and then selling to you at an undercut price. So when you say "Nike shoes are always overpriced," well of course they are compared to the fake. That person invested nothing in developing the product. He has to pay no one who worked on the design, engineering and so on. (By the way, Nike does do real mechanical engineering analysis on their products.)
    Sep 16, 2014. 03:40 PM | Likes Like |Link to Comment
  • Could Alibaba's IPO Suck The Life From Amazon? [View article]
    That's how I see it also. YHOO is a safer way to get into this. The only problem is they got screwed once already by Alibaba. Not sure it won't happen again.
    Sep 16, 2014. 03:20 PM | Likes Like |Link to Comment
  • Alibaba AMZN EBay Online Retail Future  [View instapost]
    It does seem that Alibaba will be a real threat to Amazon Marketplace and eBay if their fees are low. (As a small time eBay seller I've mostly stuck with eBay because of Amazon's higher fees.)

    However I have to say that many Amazon customers are used to a high level of customer service and trust that is hard to reproduce. Also have you seen what happens when someone receives a counterfeit item on Amazon Marketplace? Reviews go crazy and Amazon quickly shuts them down. Alibaba may have a hard time with this and it's not as if American consumers trust Chinese companies (rightly or wrongly). Maybe if they're smart, any US division will be run under a separate set of rules with draconian measures against counterfeiters. Short of that Alibaba may remain a b2b and not a consumer powerhouse.
    Sep 14, 2014. 04:54 PM | 1 Like Like |Link to Comment
  • Could Alibaba's IPO Suck The Life From Amazon? [View article]
    I'm a little confused about the number of comparisons made in the past months of Alibaba to eBay and Amazon which often state that their business model is different because they're a portal for third parties selling goods. Amazon Marketplace already does that. eBay Stores (and fixed price listings and already do that.

    Is there a comparison somewhere of the fees paid for "advertising" on Alibaba versus listing fees paid at eBay and Amazon? That's the only reason I can see sellers leaving for Alibaba.

    Maybe I've completely misunderstood all of this and misread their business model, given the level of excitement lately.
    Sep 14, 2014. 01:24 PM | Likes Like |Link to Comment
  • Is Three Still Value In T-Mobile? [View article]
    To answer your question, the reason people keep mentioning DISH is that Ergen stated a few months ago that buying TMUS is not off the table. He's also the kind of person that seems to hold his cards close, so we won't know about his bid until it's made. Plus DISH of course holds unused spectrum and expressed interest in this field (for example in recently bidding for S and in attempting to merge with AT&T a few years ago).
    Sep 5, 2014. 03:53 PM | Likes Like |Link to Comment
  • The 'Come To Jesus' Earnings Report [View article]
    So now you expect AMZN to enter bankruptcy? Interesting.
    Jul 25, 2014. 09:51 AM | 1 Like Like |Link to Comment