Mike X.M. Fade

The Strange Case of Dr. Kindle and Mr. Bezos

Also, the strong sales for Christmas season will not repeat for the first qtr of 09, you are about to see the slow down affect amzn now, this quarter is a good time to sell before amzn reports


On Feb 10 07:38 PM Mike X.M. Fade wrote:

> Amzn and Kindle is like sattelite radio, great idea on paper but
> execution is tougher. We're in one big depression, don't see a strong
> consumer, only hungry governments in search of tax dollars. Also,
> see big inflation in our future. Combine all of these factors, I
> see slower sales for AMZN, tighter margins due to sales tax adjustments
> coming soon and higher costs for delivery. AMZN is a retailer in
> a depressionary environment, sell into hope, short into strength.

The Strange Case of Dr. Kindle and Mr. Bezos

Amzn and Kindle is like sattelite radio, great idea on paper but execution is tougher. We're in one big depression, don't see a strong consumer, only hungry governments in search of tax dollars. Also, see big inflation in our future. Combine all of these factors, I see slower sales for AMZN, tighter margins due to sales tax adjustments coming soon and higher costs for delivery. AMZN is a retailer in a depressionary environment, sell into hope, short into strength.