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captainccs » Comments » AMZN

  • Why Christmas Will Kill Retail [View article]
    There is nothing I like better than to start a Monday morning with a scare headline. So I read the linked "(Weekly update from WHO)" which says:

    >>>In temperate areas of the northern hemisphere (represented by North America, Europe, and Central Asia), influenza and respiratory disease activity remains low overall, with some countries experiencing localized outbreaks. <<<

    What did Ross Snyder read?
    Aug 31 09:11 am |Rating: +6 -1 |Link to Comment
  • Can Traditional Print Newspapers Survive Creative Destruction? [View article]
    >>>Can Traditional Print Newspapers Survive Creative Destruction?

    No, not the "print" part. They might remake themselves into something else but print news is dead.
    May 28 09:01 am |Rating: 0 -1 |Link to Comment
  • The Internet as an Operating System and Maximizing User 'Default' Behavior [View article]
    >>>Only they didn't. Somehow they got to be the default. Most often by being sufficiently superior to the other services of their kind. Or in some cases, by simply being first and building up a network effect or a data asset that was unassailable by newcomers.

    This has been amply studied and documented, it's called "path dependence" and it's part of the economic law of Increasing Returns. See:

    www.amazon.com/Increas...
    May 22 07:38 am |Rating: +1 0 |Link to Comment
  • Can a Stock Market Meltdown Happen from Here? [View article]
    Investing has never been easier. Sell everything now, go short and buy back when that S&P hits 475 -- no sense trying to squeeze out the last few pennies.

    Now, why didn't I think of that?
    Apr 19 10:55 am |Rating: +7 -1 |Link to Comment
  • 40 Stocks That Have Defied the Downturn [View article]
    If they didn't go down why would they now go up more than the average?
    Apr 09 08:05 am |Rating: +2 0 |Link to Comment
  • Best Buy Induces Ridiculous Consumer Discretionary Rally [View article]
    Shorting at the bottom of the market?
    Mar 27 09:22 am |Rating: +1 -3 |Link to Comment
  • Traditional Retailers Return Dismal Online Search Results [View article]
    If they only knew how to optimize their web pages for search engines their listings would improve. Many websites are inward looking: "What have we to offer?" A website optimized for search engines is outward looking: "What are people looking for?"

    I manage a marina website and we get about half the hits from "Information Portal" pages such as weather, charter, marina directories and other activities related to marinas but not necessarily services we provide. After all, how much can you say about a marina? About a dozen pages worth. Yet we have many times that number of pages with information that is of interest to the sailing community so we get a lot of hits.
    Feb 17 09:44 am |Rating: +2 0 |Link to Comment
  • Signs of Consumer Spending Stabilizing, But Overall Outlook Remains Negative [View article]
    Very interesting for me since I have several retail investments, thanks!
    Jan 23 18:32 pm |Rating: 0 0 |Link to Comment
  • Mobile Reading: Next Big Area of Innovation [View article]
    I've been reading on mobile devices most of my life: books and magazines. I seldom read on fixed devils like statues, pyramids, and murals.

    But I do admit that being able to take a laptop into the john has made books less of a necessity when performing that necessity.
    Dec 30 08:39 am |Rating: +3 0 |Link to Comment
  • Intuit: How To Improve Cloud-Computing Safety [View article]
    I don't see what the big ado is all about except maybe assigning insufficient resources to these "clouds." I've used online stock brokers for over 20 years (starting with E-Trade on CompuServe) with hardly a problem. How is cloud computing different from what these online brokers do? Cloud is just a fancy name for client-server architecture on the web.

    One thing these cloud people should remember is that their pipes have to be as large as storm sewer pipes, they must be able to take the largest surge which also means a lot of idle time most of the time. Lots of resources is the solution which also means that it's not as cheap as you think it might be.
    Aug 14 10:27 am |Rating: 0 0 |Link to Comment
  • Online Sales: Poking Holes in the Long Tail Theory [View article]
    I don't sell books. I collect eyeballs for my web customers. By having 2,500 pages instead of 250 I collect a lot more eyeballs. These additional eyeballs are not as focused as the ones I collected with the original 250 pages but the cost of the extra pages is vanishingly small. This is very much like the transistor count on chips. The original ICs had a few transistors and each transistor had a sizable cost. Now, with millions of transistors on a chip, the cost per transistor is vanishingly small. The effect is similar, with chips you have vastly more processing power and with websites you have vastly more eyeball collecting capacity.

    How to convert those extra eyeballs into additional sales is a different issue and that is what professor Anita Elberse is addressing.
    Jul 05 03:33 am |Rating: 0 0 |Link to Comment
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