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  • Bezos' 2014 Amazon investor letter talks AWS, Appstore, 3P growth [View news story]
    Jeff's 2014 Shareholder Letter is a good read. Amazon is the largest mall in the world. 3rd party sellers have increased by 65 percent YoY. The number of distinct types of items for sale is huge. Amazon dominates the fat tail of the retail market.

    AWS generates around 10 percent of Amazon's revenue stream. AWS gives Amazon the best Internet technology on Earth.
    Apr 10 07:56 PM | Likes Like |Link to Comment
  • Fire TV May Be A Winning Formula [View article]
    vix lives in a special reality. Disinformation. PR.

    The truth is Amazon Fire tv runs ALL THE APPS from supported streaming companies. Do SA readers understand that Amazon Fire tv runs all the apps from supported streaming sources.

    When any 3rd party APP supports voice control, Amazon Fire tv will respond to voice commands by feeding that 3rd party APP the commands.

    Paid infomercial bloggers have spread lies about Amazon Fire, including that Amazon magically blocks 3rd party streaming sources. If you select any supported 3rd party, you get their video playlist. If you use the hand inputs, all the supports 3rd parties' offerings appear in the list.
    Apr 9 08:21 PM | Likes Like |Link to Comment
  • Final Estimate For Q1 2014 Revenue Growth [View article]
    Paulo, the profit margins on AWS and ads and Prime are very high. The moats on AWS and ads and Prime are deep and wide. The moat on the Amazon Web site also is deep and wide. For example, Google search usage reflects customer behaviors such as going directly to Amazon w/o searching Google at all.

    Amazon, Costco, and BJs charge annual membership fees. Amazon's Prime fee is optional, yet customer pay annually and wind up spending about twice as much money at Amazon annually.

    I maintain that you must analyze Amazon's many businesses, individually. Then, step back and look at the whole as more than the sum of Amazon's parts. Amazon is very sticky. Amazon goes to great lengths to take care of customers.
    Apr 9 08:11 PM | 1 Like Like |Link to Comment
  • PC shipments fall less than expected; IDC, Gartner differ on how much [View news story]
    SA readers. This is the PC market reaction when Microsoft retires Windows XP. This is a "one time event".

    Corporate IT departments convince C level executives to buy new PCs with Windows 7 installed, from HP and Dell and other HW vendors.
    Apr 9 07:52 PM | 1 Like Like |Link to Comment
  • Revamped Intel Earnings: A Sneak Peek [View article]
    Intel is failing time after time. The DOE wants to reduce power consumption by 40 times (1/40th) for Xeon class, high end server CPUs. High performance computing experts have weighed in that x86-64 type architectures will fail to remain competitive.

    ARM's newest architectures fit the bill. ARM supports DIY organizations.

    AMD is developing Intel server replacements.
    Apr 9 07:42 PM | Likes Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    You should invest in Amazon's competitors. Go ahead!

    Invest in Best Buy, Walmart, Netflix, etc.
    Apr 8 06:00 PM | Likes Like |Link to Comment
  • Amazon Launches Fire TV As It Pushes Sales Of Digital Content [View article]
    Trefis, have you read the Verge article?

    When Verge says Amazon's Fire tv is a sure fire hit, I listen.
    Apr 8 05:47 PM | Likes Like |Link to Comment
  • Apple: Already Too Late To The Phablet Market [View article]

    There are just small people who believe they bought a "right sized" tablet!

    No real smartphone user wants a PHABLET in their pocket. No sane smartphone user wants to put a PHABLET to their ear.
    Apr 8 05:44 PM | 3 Likes Like |Link to Comment
  • Samsung's Recent Foibles Should Be Good For Apple [View article]
    cytrax, look for something very big in early June from Apple. It rhymes with health and cloud.
    Apr 8 05:40 PM | 2 Likes Like |Link to Comment
  • Final Estimate For Q1 2014 Revenue Growth [View article]
    Paulo, thanks for this article.

    How do you add in all the other Amazon revenue streams? AWS? Prime? Instant video on demand (paid)? Third party sales, distribution, shipping? Advertising?
    Apr 8 05:37 PM | Likes Like |Link to Comment
  • What Amazon didn't say about streaming data [View news story]
    Sakelaris, I agree with you. I cut Netflix when Netflix split up DVD and streaming, about doubling the monthly cost for both.
    Apr 8 05:31 PM | Likes Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    Amazon is a disruptive company evolving via new business models every year. Just recently: groceries, grocery scanner device, Prime streaming media, tv producer, global distributor for 3d parties, cloud service provider, Fire tv services.

    Amazon's DNA is to lean hard forward while treating every customer like a VIP. Amazon's C level executives understand the "eat your own dogfood" approach to products and services.

    Notice how Amazon works quietly with secrecy and then launches the next new thing. Notice how refined and polished Amazon products and services are at first launch.

    Compare Amazon to other companies that rely toooo much on PR noise long before anything is ready to ship...that quietly kill off their many failures. Remember "price matching" to eliminate "showrooming"? Remember Intel tv, Intel big data, Intel cloud servers? Merely PR happy smoke. Follow the multi year gross revenues and operating cash flow.
    Apr 7 03:07 PM | 3 Likes Like |Link to Comment
  • Apple Should Buy Out Comcast [View article]
    Wow! The customers' best liked company in the tech world doing M&A with possibly the customers' most despised company in the tech world. This is big. This is a game changer.

    Is hell freezing over? Naw! Then, this thesis is dead.

    FYI, with Google fiber to the residence, Comcast is watching the sun set on its monopoly.

    FYI, the US government is NOT going to allow a merger of Comcast, Time Warner, and Apple.
    Apr 7 02:49 PM | 3 Likes Like |Link to Comment
  • Juniper Begins Restructuring, Aims To Save $160 Million In Operating Expenses [View article]
    How many ways are there to spell capitulation? Today's networking market demands ever newer, faster, scaled out network devices and services. And, Juniper cannot deliver. And, Juniper is slowing while successful competitors are accelerating. And, Juniper is dropping behind the crowd.

    The way I see things, Cisco has beat Juniper at its own game every time. Buy Cisco because Cisco just keeps rolling and buying small successful competitors. Cisco understands its market spaces. Cisco is bold in grabbing additional competitors' market spaces.
    Apr 5 11:33 AM | Likes Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    Cinci, I figure it has already slipped twice. I was watching for production to begin the ramp in Q3 2013, but Intel announced its first delay to Q1 2014. Then, Intel announced Q4 2014. I have marked all these quarters as being for the calendar year (not fiscal year).

    I time several predictions and DCFs based on the wide availability of certain Intel CPUs. This is important to many businesses.
    Apr 4 08:21 PM | Likes Like |Link to Comment