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Frank Li » Comments » AMZN

  • 'Cyber Monday' Sets New Single-Day Online Shopping Record [View article]
    Any idea why the Apple numbers are so weak?
    Nov 28 13:08 pm |Rating: 0 0 |Link to Comment
  • 5 Safe Internet Stocks for a Recession [View article]
    I'd love to see the calculation that suggests that Amazon is at a reasonable valuation.
    Nov 21 09:50 am |Rating: 0 0 |Link to Comment
  • Four Picks in a Retail Slowdown [View article]
    On Western Union versus Paypal: he's right that WU has a huge business among people who don't have internet access. But many people pick up money via Western Union in stores and other outlets. Wouldn't it be easy for them to get the money via PayPal, and for stores to accept payment? This is a business waiting to be made more efficient -- and that means WU's margins can't be sustainable.
    Jun 10 15:18 pm |Rating: 0 0 |Link to Comment
  • Amazon: Movie Downloads Should Boost Profit [View article]
    I just don't get this: Amazon's competitive advantage is in its logistics infrastructure. How would it benefit from a shift to digital downloads? iTunes will take most of the market, and Amazon's DVD business will disappear.
    Jun 06 18:16 pm |Rating: 0 0 |Link to Comment
  • Are the Netflix-Amazon Rumors Coincidence? I Think Not [View article]
    One other thought: perhaps Amazon is just looking for ways to use its over-valued stock as acquisition currency. Just look at the AMZN chart and valuation metrics.
    Jun 06 18:07 pm |Rating: 0 0 |Link to Comment
  • Are the Netflix-Amazon Rumors Coincidence? I Think Not [View article]
    I'm surprised how much investors underestimate the threat to Amazon of digital delivery. Amazon has a large DVD retail business, for example, that is totally at threat from Apple's iTunes and other digital download services. Ditto for some % of its books business.

    Purchasing Netflix would be doubling down in a business about to hit a dead end.
    Jun 06 18:06 pm |Rating: 0 0 |Link to Comment
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