Seeking Alpha

Jason Z

Jason Z
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  • Amazon: Stay Away After Results [View article]
    I don't think you can directly compare AWS growth with MSFT's cloud growth. AWS is the #1 in the market, it's not easy to grow 60% when you are #1. But it's very easy to grow 150% from nearly nothing. Let's see some raw revenue numbers, then we'll get a better picture.
    Apr 25, 2014. 11:24 AM | 5 Likes Like |Link to Comment
  • Amazon.com Shipping Change Means The Earnings Miss Is Probably Massive [View article]
    Man it must suck to be bear on Amazon ever since amazon was $100? and never been right, even once. I think it's time you realized amazon is the future, walmart/target are not competition! they are just delicious meals, waiting to be devoured by amazon.
    Oct 24, 2013. 04:26 PM | Likes Like |Link to Comment
  • Following Mr. Market Into Amazon: Suicidal Or Sensible? [View article]
    The true potential of amazon is not in the retail side, you have to look deeper into their product/service lineup.
    Oct 26, 2012. 04:20 PM | Likes Like |Link to Comment
  • Skeptical Of Amazon At These Levels [View article]
    It's obviously heading to $300, any short below $300 is risky.
    May 1, 2012. 09:23 AM | Likes Like |Link to Comment
  • Deconstructing The Bear Case As Amazon Heads To $300 [View article]
    Paulo you have really lost me with your "peaking demand = loss" argument. Amazon charge customers according to actual usage, you use more, you pay more, I'm not sure why peaking demand would mean loss.
    Apr 29, 2012. 09:51 AM | Likes Like |Link to Comment
  • Deconstructing The Bear Case As Amazon Heads To $300 [View article]
    Cloud hosting is not just any hosting, the fact that Amazon now has 90% of the cloud hosting market is proof that it's not easy to succeed in this market. The best example is Netflix, even though Amazon is a direct competitor to Netflix, Netflix still rely on AWS for hosting their streaming content, why Netflix did not choose to "DIY" their cloud hosting? why Netflix pay their competitor to do it?
    Apr 28, 2012. 10:04 AM | Likes Like |Link to Comment
  • Deconstructing The Bear Case As Amazon Heads To $300 [View article]
    Yes I think it may very well be from their cloud service. They already cornered 90% of the cloud hosting market, dropbox, netflix, instagram, reddit, etsy, yelp and almost every other web 2.0/content delivery company would need to utilize amazon cloud at some point. I think it really says something when amazon's competitor (netflix, dropbox etc..) are required to utilize amazon cloud to deliver service to customer.

    Cloud computing market is just starting out, and is going to be a high growth area for years to come. It may very well mature into a multi-billion cash cow for amazon.
    Apr 27, 2012. 07:38 PM | Likes Like |Link to Comment
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