Forex

Why I Remain Short Amazon

Cover your short and just take it on the chin. for the guidance, just focus on what the midpoint implies because that is where the street will focus. Also, not good to compare Amazon's business on a sequential basis because of the seasonality of the business - only year-over-year. Even the working capital and cash balances are seasonal.

Pressure Builds at Microsoft

the software as a safe haven piece was based on the maintenance premise; MSFT only has one business, Servers &Tools, where that applies. And that's the only business that performed nicely in 4Q


On Jan 29 01:27 PM Bozzo wrote:

> It's funny that your previous "safe heaven" article was dated just
> a week ago.
>
> Basically it doesn't matter to you which position to present as long
> as you get the article published.
>
> But get this, whenever economy will be bad enough for MSFT to start
> "coughing" most other companies will be "in ER". And for the stock
> price, with P/E at 9 it doesn't have much room to fall. Heck, slash
> the price in half and MSFT might as well go back private :o)

Bartz's Hiring Has Put It Off, But Microsoft Must Ultimately Acquire Yahoo

You guys continue to be delusional about Yahoo's future prospects. Go back to the company's guidance given last year about search and display growth and tell me if you now believe those numbers are achievable. Yes, Yahoo is a great asset but macro and competitive dynamics will put a lid on the company's future growth.

Odd how you say Yahoo's search results are superior while management believes they are still trailing Google is search relevancy.

Lets just wait and see Yahoo's results when they report on Jan. 27.


On Jan 15 02:37 PM Michael Murdock wrote:

> Definitely an article written with a very limited view of the world,
> certainly of technology and not from a visionary point whatsoever.
>
>
> Yahoo has no need to sell search to Microsoft. Microsoft however
> DOES need Yahoo Search to survive in search at all. Because they
> were cocky and abandoned Google search results because they could
> develop a better product, they shot themselves in the foot.
>
> Bartz should LICENSE search to Microsoft at a very hefty upfront
> cost and a recurring revenue model of returns to Yahoo. You can use
> our search, but we maintain all ownership/development rights/responsibilitie...
>
>
> Ballmer and his kiddies will play in that pool. Then Yahoo should
> license search out to every major corporation around the globe.<br/>
>
> Yahoo Search provides superior results to Google's. Far better conversions.
> There's just some restructure that needs to take place internally
> as a result of that.
>
> But to say that Yahoo should bow to Microsoft...like saying Apple
> should do it. Not gonna happen. If it does...they'll have a hard
> time getting people to keep using it.
>
> Michael Murdock, CEO

Amazon: An 'Unmatched Online Marketplace' - JP Morgan

Not much I think as Amazon already collects taxes (VAT) in Europe.


On Jan 05 02:43 PM Mule wrote:

> What will happen to AMZN if they have to collect sales taxes on behalf
> of the states? With the states budgets in dire shape, this issue
> will surely come up in the new Congress.

Microsoft Hires Lu, Commences Project Granola

So where is the deal?