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  • The 'Come To Jesus' Earnings Report [View article]
    He is on vacation! Why do you think this mess happened - He was not watching the store.
    Jul 25 09:45 AM | 10 Likes Like |Link to Comment
  • Kindle Is The Fire That Burns Brightest For [View article]
    Do you ASSUME that AMZN will get into Energy Trading as a way of expansion?
    Mar 8 02:00 PM | 8 Likes Like |Link to Comment
  • Update: Amazon's Losses Widen [View article]
    Och! wait a second WHERE IS (our first responder) Gary?. AMZN will get back - n o t !
    Were the Quarterly Results droned to SEC? - oops, this sounds like Drowned.
    Jul 25 12:19 AM | 4 Likes Like |Link to Comment
  • Apple's CDN Now Live: Has Paid Deals With ISPs, Massive Capacity In Place [View article]
    content delivery network or content distribution network
    Jul 31 06:53 PM | 3 Likes Like |Link to Comment
  • Why I Shorted InvenSense Inc. [View article]
    It will be nice if SA would print a Summary Table of each authors past recommendations as intro to their new articles. That will put Cramer's gang in their place.
    Something similar to the three examples you posted (Or the ones that the Author posted to your comment).
    I regret not getting into TSLA at $38 when a popular SA author trashed it, a while back....
    May 30 01:17 PM | 3 Likes Like |Link to Comment
  • How Ugly Will's Earnings Be? [View article]
    How to Increase revenue 101:
    AMZN can purchase all the materials for its new warehouse expansions from, which gives a bit of boost to Online sales.
    Sep 25 10:50 AM | 3 Likes Like |Link to Comment
  • 2 Reasons Why Will Again Miss Revenue Estimates [View article]
    Have you considered the Third Party (3P) effect on Amazon's revenue as pertained to the following:
    AMZN is pushing 3P sellers very hard to join the FBA (Fulfilled By Amazon). In this scheme 3P sellers set their selling price for an item (let's say a book). by $3.99 HIGHER, and mail the item to AMZN warehouse.
    There are 2 main reason for NOT joining the FBA . (1) Expense that AMZN charges the sellers for Storage, Handling, Packing, and discarding (In case of non-sale). Plus the cost of shipping merchandises to AMZN warehouse. (2) Disabling the competition in price. If the price is $3.99 higher, a non-prime customer will purchase lower price item from another seller.

    To make a point with this push/Encouragement, AMZN seems to limit the sales of non-FBA merchants.
    Most merchants usually have their stores on several marketplaces (such as eBay, and many other online shopping venues).
    It looks like AMZN is shooting themselves in the foot with FBA: Driving sales to other marketplaces and reducing their revenues from the 3P commissions.
    Next earning will show that effect but, the share price will jump up as usual (Maybe to $350/share).
    If you know the portion of AMZN income from the 3P commissions, you may easily deduct 30-40% of that revenue for the next Quarterly earnings.
    Sep 23 01:21 PM | 2 Likes Like |Link to Comment
  • Amazon (AMZN -1.3%) says it will give customers a digital version of every song purchased from its website in a physical format. In an apparent effort to boost the Amazon music ecosystem, the deal will apply to all albums purchased from the site since 1998. [View news story]
    1- We have sold enough digital songs to fill the ears of all population in the world.
    2- We will spend all the Central Bank's money to ship the physical CDs.
    3- We will make so much profit that we can not tell anyone.
    (from AMZN business plan 101).
    Apr 3 12:30 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley's Ever-Changing Bullish Story [View article]
    Mr. Santos, Morgan Stanley's treatment of AMZN in recent quarters is the very same as they treated Enron in early 2000s: Read CNNMoney article here:
    ["Enron's results from that part of its business tend to be quite volatile--profits fell from $325 million in the second quarter of 1999 to $55 million in the second quarter of 2000. In written reports, Morgan Stanley chalked up the decline to the poor performance of Enron's "significant number of investments" in telecom stocks"]
    Feb 15 02:43 PM | 2 Likes Like |Link to Comment
  • Apple Is Letting Xiaomi Grow Rich [View article]
    The two phones in the picture are so much different (I do not need glasses to see that). Here is the Mi4 specs:
    Aug 15 02:35 PM | 1 Like Like |Link to Comment
  • Amazon's Sacred 7 Numbers Show It's Overvalued [View article]
    Here is an example:
    I want to buy a circular saw. It takes me less than 15 minutes to Read the reviews, Compare ALL brands, Compare prices, order it online and get my Craftsman. It will arrive in 2 days with Prime. I spend the rest of my free time watching Streaming video or reading a book. I Save gas, Save Time, protect environment, put Less mile on the old car. (That model price at my Sears store is higher than AMZN).
    You think I cut the paycheck of the sales person in local store, short? Not really. The online seller also has to feed a family. Amazon 3P stores can sell cheaper, because they do not have expensive Mall presence, and 24/7 employee payroll.
    Aug 7 08:07 PM | 1 Like Like |Link to Comment
  • Amazon's Sacred 7 Numbers Show It's Overvalued [View article]
    Gary J. has proven right about AZMN all this time. Hat off to Gary. We can disagree with his insight and lose money, as some investors have done in the past few years, or be open to a different reality.
    Aug 7 10:13 AM | 1 Like Like |Link to Comment
  • Update: Amazon's Losses Widen [View article]
    Then, I will sell him my bridge, (Which will have enormous traffic on it in the future).
    Jul 25 04:14 PM | 1 Like Like |Link to Comment
  • Will Apple Earnings Gain From Samsung's Pain? [View article]
    Kevin, This is author's wishful thinking. If smartphone sales are weak for Samsung (which has lower prices and wider acceptance in the world markets), it will most likely be weak for other brands too.
    Jul 15 11:59 AM | 1 Like Like |Link to Comment
  • A Pricier Amazon Prime Could Be The Wrong Step To Generate Profits [View article]
    All "prime eligible items" are priced at least $3.99 HIGHER than the non-prime. The only difference is the "faster delivery" with Prime, for which you pay an annual fee of $79.00 or more. If you order a non-prime item, and ask for "Priority Mail shipping", it costs $3.00 more and the package arrives with the same speed as Prime free shipping. So, to recover your annual fee you have to make only 30 purchases in a year.
    Then all your other Member benefits (Movies, eBooks, etc.), are at no cost
    Mar 18 10:27 AM | 1 Like Like |Link to Comment