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  • Don't Apply 'Lessons' From The Dot-Com Bust Of 2000-2001 To 2014's Version Of Amazon [View article]
    Robert, I just bought Jockey briefs on Amazon and they arrived 2 days later early on Sunday. I saved money, gas, time, hassle at B&M department stores not finding the merchandise or a sales clerk who could help me.

    My total payment was a little more than 1/2 Macy's, JC Pennys, etc. I paid $15 versus $27.

    I avoided driving my car to a local B&M mall. I avoided wasting a lot of valuable time on a minor purchase (i.e., this was simple, unlike a new HD tv set).

    Amazon backed me with their guarantees. Amazon did exactly what they said would happen. I never ever thought of buying clothes on Amazon until this Summer; I could not find cotton running shorts in Dick's, Sports Authority, Champion's. Then, last Wednesday I needed new underwear, I went online to Macy's etc. and was pissed at their high prices so what the heck...

    One question for U. I see more than a few brand new SA commenters recently really negative about Amazon. Are U a "one target commenter"?
    Oct 28, 2014. 12:47 PM | 1 Like Like |Link to Comment
  • Don't Apply 'Lessons' From The Dot-Com Bust Of 2000-2001 To 2014's Version Of Amazon [View article]
    Anyoption, here is a little nudge towards the light. I read Amazon has about 1 percent of all US retail sales. On the one hand, Amazon is a significant retailer here to stay. On the other hand, Amazon has tremendous runway for future growth for the next 15 years or more (e.g., like Walmart, Costco). Here is the least understood fact about Amazon: Amazon's DNA is a technology company, in the global retail business.

    Here is another positive truth, revenue growth 20+ percent year over year for 19 years is an outstanding hallmark of a world class management. Annnd, in 2014 20+ percent growth is a whole bunch more money than any early year like 1995's 20+ percent growth. You can see that Amazon has successfully morphed over and over again in order to boost its trajectory and keep its technology world class.

    Here is a negative truth, millions or billions are spent per year in anti-Amazon PR including shills and bloggers. Borders, Barnes & Noble, Walmart, Best Buy, Hachette, and a slew of other competitors are prying your eager hands off Amazon merchandise, services, and stock. Amazon has disintermediated some obsolete B&M retail chains while broadening the tail of SKUs to include SMBs and Mom & Pop craft retailers as 3rd parties, you would never have heard about otherwise.

    Amazon's vision is the customer wins, the 3rd party wins, the ecosystem grows and the technology evolves. Keep alert to future announcements about FireFly's technology. Amazon is a unique tech company wiring "high tech bits" with "everyday atoms".
    Oct 28, 2014. 12:28 PM | 2 Likes Like |Link to Comment
  • On the hour [View news story]
    For Apple $120 is the new $100. heh-heh
    Oct 28, 2014. 11:56 AM | Likes Like |Link to Comment
  • Home price growth cooling fast [View news story]
    My advice is buy the is a good time to redistribute your investment weightings. I cannot foresee another opportunity in the nearterm because recent volatility probably will dampen down again.

    Commodity prices are slowly going back to normal, with the exception of food because of drought and gasahol.

    Residential real estate is slowly going back to normal as those wanting to re-ignite the bubble capitulate. Blackrock and some big banks have backed down.
    Oct 28, 2014. 11:53 AM | Likes Like |Link to Comment
  • Investors Not Happy With Amazon's Investments [View article]
    Amazon has over 5 percent of the tablet market unit share.

    I expect Amazon will reach over 5 percent of the smartphone market unit share as long as Amazon continues in this market.

    FireFly is a unique app. This technology will play a growing role in Amazon's business lines.

    Sunday delivery has become a reality in many regions. When I test drove Sunday delivery, it worked very well since deliveries are early morning.

    Amazon's DNA is a technology company in several retail business lines.
    Oct 27, 2014. 10:36 PM | Likes Like |Link to Comment
  • Amazon: Investment First, Investment Second, And... Shareholder Last? [View article]
    Pick a number...any number!

    I am looking forward to BABA's reporting.
    Oct 26, 2014. 12:48 PM | Likes Like |Link to Comment
  • Update: Amazon Earnings Q3 2014 [View article]
    Disclaimer: I do not know so I am guessing here.

    Amazon has been in a difficult negotiation with Hachette since Spring of 2014. Amazon is losing out on Hachette best seller book presales and maybe sales. Hachette has done a lot to rile up authors and book buyers against Amazon. There are rabble-rousers astroturfing the Internet...and there is the New Republic article.

    Amazon wants new Internet models for books, like Kindle editions, subscriptions (Prime streaming for fiction book readers), vanity presses.
    Oct 24, 2014. 11:03 PM | Likes Like |Link to Comment
  • Microsoft Would Be Better Off Without Nokia [View article]
    Persistent rumours say Microsoft has already decided to dump HW devices. The thorny problem is how to accomplish this while saving face and getting a good sale price.

    Microsoft phones have never taken off; Microsoft smartphone share is flat to down. About 2-3 percent, maybe less. Windows Phone is a loser.

    Microsoft tablets are really PCs with keyboard and trackpad. Surface 3 is two times too expensive in a global market. Get a laptop instead. Microsoft has never figured out touch screens, so a touchpad is 2-5 times faster for Microsoft apps like Office and Outlook.

    Microsoft cloud servers based on ARM technology and ASIC chips appear promising for Azure, but these are only prototype cloud servers.
    Oct 24, 2014. 10:49 PM | Likes Like |Link to Comment
  • Part Of's Core Is Dying [View article]
    TraderFool, Paulo's title is a complete fabrication; all of Amazon's business lines are growing. All three of Paulo's summary bullets are completely misleading for SA readers. This article is typical of all the previously SA articles written by Paulo.

    Here is the reason I responded:

    Amazon has been very successful for 19 years. Amazon has been very effectively managed for 19 years. Amazon, like Apple, is secretive about its businesses. Amazon AWS is unique on planet Earth; 30 times larger than the largest competitor's public cloud.

    BTW, do not trust Microsoft's public cloud revenue figures because they are inflated by Office 365 sales revenues and everything Microsoft can toss in. Azure is not even reliable.

    SA readers are welcome to act on Paulo's articles or buy very inexpensive Amazon stock during this dip.
    Oct 24, 2014. 10:28 PM | 4 Likes Like |Link to Comment
  • No One Wants To Hear Anything Good About Amazon, But... [View article]
    Amazon Fire phone is the 2nd best smartphone for sale, after Apple's iPhones, as far as UI, media consumption, and FireFly. The one hand operation is brilliant.

    Amazon Fire phone does lack a world class ecosystem of apps, including games. Where was the marketing for the Fire phone? Demographics, demographics, demographics.

    Expect that Amazon learned a lot from this experience.
    Oct 24, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • No One Wants To Hear Anything Good About Amazon, But... [View article]
    jj, short Amazon, go ahead and back up your words with your money!
    Oct 24, 2014. 11:16 AM | 2 Likes Like |Link to Comment
  • Part Of's Core Is Dying [View article]
    Gary, way to go! You frame the story perfectly. Amazon revenue is growing at a healthy rate across all business lines, across all globally distributed regions. Period.

    Meanwhile, Walmart and Target and Best Buy B&M retailers are flat to down in revenues. Walmart wants to close about 100 stores. Walmart in Canada is a mess. B&M BODs are panicking and looking for outsiders as C level executives.

    Annnnd, Sears is disintegrating, decaying.

    I want Amazon to become the goto search engine for ecommerce.
    Oct 24, 2014. 11:09 AM | 6 Likes Like |Link to Comment
  • Part Of's Core Is Dying [View article]
    Mr. Tony, remember that Paulo has always been wrong for many, many years. My analysis is that Paulo remains as wrong as ever on all the major trends and future cash flows. Paulo's SA brand is to be an uber bear on every stock he covers.

    E.g., AWS, fulfillment centers, packaging centers, Prime memberships, book publishing house, streaming media production house, personal media device IDM, etc. Amazon has built a unique ecosystem of business lines. Obsolete B&M retailers are dying off.

    Global media sales are up; US media sales are up. That is not new.

    Paper books to ebooks is a long term trend. That is not new.

    Textbook rentals replacing textbook sales; that hurt Amazon textbook sales this quarter. That is news to me.

    Amazon Kindle owns the e-reader experience with long battery life, easy on the eyes readability in bright light and dim rooms.

    Amazon Fire challenges Apple with tablets, tv, phone. The Fire phone is a very good design, but it did not sell. Now, Amazon has to learn the actionable lessons in order to progress. Amazon lost a few $100 million, not the billions Paulo previously wrote about in SA articles.

    Amazon and Apple are the only two outstanding ebook companies. I researched ebooks years ago. EPUB and other ebook standards are severely crippled by incumbent publishers. Only Amazon and Apple really care about ebooks.
    Oct 24, 2014. 10:58 AM | 5 Likes Like |Link to Comment
  • misses by $0.21, misses on revenue [View news story]

    The business experts agree that Bezos is leading by example.

    The competition is afraid of being Amazon'd.
    Oct 23, 2014. 06:06 PM | Likes Like |Link to Comment
  • Apple Has Its Mojo Back [View article]
    vinyal, go buy Samsung stock, Blackberry stock, Nokia stock.
    Oct 21, 2014. 11:01 AM | 7 Likes Like |Link to Comment