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  • Amazon Webstore business coming to a close [View news story]
    I would appreciate hearing some details and analysis about this branch of the business and some stats and opinions on what caused the decision.
    Mar 19, 2015. 03:24 PM | 1 Like Like |Link to Comment
  • Debunking Yet More Misleading Articles [View article]
    So, according to the alleged scenario that every time they open more warehouses their fulfillment cost increases, perhaps their costs will soon exceed the retail price of the items they ship. Those of us who own independent brick and mortar stores couldn't wish them more success in that business plan.
    Dec 27, 2014. 05:54 PM | 6 Likes Like |Link to Comment
  • How Are Amazon's Long-Term Prospects Tracking Predictions? [View article]
    Paulo, what do you think would happen if AMZN declared a stock split to bring a perceived value more into reality?
    Oct 29, 2014. 10:44 AM | Likes Like |Link to Comment
  • How Are Amazon's Long-Term Prospects Tracking Predictions? [View article]
    and...... publish it on CreateSpace, since it costs next to nothing to do that.

    Success is the best revenge.
    Oct 29, 2014. 10:41 AM | Likes Like |Link to Comment
  • Part Of's Core Is Dying [View article]
    Paulo, isn't it the height of irony that media is their dying segment when they were one of the primary players to create and hyper promote the transition from physical to digital?
    Oct 24, 2014. 11:49 AM | 2 Likes Like |Link to Comment
  • Amazon: Is A Major Push Into The Apparel And Luxury Categories Just Around The Corner? [View article]
    When "your margin is my opportunity" meets "we'll do house brands and quote fictional 'retail prices' to fight for margin." A' la' Amz phone. Oops, I forgot - that one didn't work.
    Oct 9, 2014. 01:30 PM | 3 Likes Like |Link to Comment
  • Update: Google Slashing Cloud Computing Prices Again Is A Clear Negative For [View article]
    so much for JB's "your margin is my opportunity" philosophy. There's always somebody bigger..... just around the curve.
    Oct 1, 2014. 03:09 PM | 5 Likes Like |Link to Comment
  • The Fundamentals Of Stock Ownership: Amazon And Alibaba [View article]
    A reasoned analysis of both companies' stock. "If it sounds too good to be true......"
    Sep 18, 2014. 10:58 AM | 1 Like Like |Link to Comment
  • Good News For Amazon [View article]
    Rule # 1: To write about retail business, it is important that the writer know something about the retail business. From the article, I don't sense that is the case here.

    To say "'s growth is a big reason why mall traffic is down since Amazon's arrival on the scene, excluding population growth and capacity expansion in mall space" indicates a lack of understanding of basic economics.

    The BIG reason retail and mall business and traffic are down "since Amz arrived" is the "mismanagement" (if one can include the word management) of the national economy by the Fed, the government and the political administration (in other words - because discretionary income is way down for average Americans).

    Bezos has not discovered a new marketing principle; he has combined two well known ones - the exact ones that made WalMart the biggest retailer. I knew these principles long before either company existed:

    1. Half your margin of profit on selling price and you will double your sales; likewise, half that margin again and you will double your sales again, etc., etc.
    2. If you sell products at or below actual cost for long enough (predatory pricing), your competitors will go out of business.
    3. Unless you can create an "actual" monopoly, you won't make any money but you'll be the biggest, unless you decide to raise prices to whatever the market will bear..... after all your competitors are gone.
    4. This scenario is almost never successful except for utilities who are given exclusive franchises.

    For the record, I've been in retail (book business) for 40+ years and currently have a mall location.
    Sep 17, 2014. 11:57 AM | 5 Likes Like |Link to Comment
  • Will Alibaba Disrupt U.S. E-Commerce? The Man Who Should Know [View article]
    You are correct Alpha 7. Many of baba's vendors have been selling on Amz and eBay for some time and direct shipping to U.S. customers, including myself. I think baba will enter the U.S. market but more passively than has been predicted to date; i.e. retailers will come to them instead of vice-versa. I think they will break the code on simplifying purchasing for U.S. retailers from China mfgs where we have always had to go through brokers and middle wholesalers before. We just may see an explosion - bigger than ever - when every mom and pop store can have the buying power of Hobby Lobby, whose business would not exist without China. It could turn out to be better than Costco plus Sam's Clubs for small retailers.
    Sep 13, 2014. 09:47 AM | 2 Likes Like |Link to Comment
  • Carson Block says he's wary of Alibaba, or any other Chinese company [View news story]
    Some analysts are also accused of being shills for JB when they downplay his competitors. Of course, one can say nearly anything in the country. Thank God for that.
    Sep 10, 2014. 07:38 PM | Likes Like |Link to Comment
  • Uphill battle for Amazon in mobile commerce? [View news story]
    Amz is now dealing with the "easier to turn a motorboat around than a battleship" syndrome.

    The problem with multiple real estate sites in retail is that when they're up, they're all up; but, when they're down, they're all down.

    Fighting a worldwide war on ten thousand different fronts results in a lot of lost battles and is unsustainable.... just as the U.S. has seen over the past 10 years.

    Plus..... the troops and the supporters eventually become 'war weary.' Yes, all these analogies apply to amz.
    Sep 9, 2014. 03:13 PM | 5 Likes Like |Link to Comment
  • Everything You Need To Know About Amazon (Podcast) [View article]
    I'll never get that 20 minutes of my life back.
    Sep 7, 2014. 01:30 PM | 4 Likes Like |Link to Comment
  • Everything You Need To Know About Amazon (Podcast) [View article]
    Everything You NEED To Know About Amazon
    Everything you WANT to Know?
    Only the things Jeff WANTS you to Know?
    Sep 7, 2014. 01:09 PM | 3 Likes Like |Link to Comment
  • Goldman Sachs Expresses Concern For Wal-Mart - Should You? [View article]
    I agree to disagree, Rich. We are both prognosticating based on some known facts and some unknown facts. If we knew for certain what the outcome will be, we would likely put all our eggs in that basket.

    People make money in the stock market because the majority are always wrong.
    Aug 4, 2014. 01:58 PM | 1 Like Like |Link to Comment