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  • Time for Another Amazon Share Repurchase [View article]
    Logical.
    Jul 29 09:24 am |Rating: 0 0 |Link to Comment
  • Amazon Toying with Vertical Integration [View article]
    Good article except for the low cost criticism. That's why Amazon has such a loyal following. Then they can move into audible.com and print on demand books. When brands lose their low price focus, a la McDonalds and Walmart, they wind up being medicore and inspire competitors (McDonalds recovered with the dollar menu, where they started, and are booming again; Walmart has inspired Dollar store competition and growth; resurge in profits at traditional grocers). Amazon has blown every competitor away. I used to shop more widely; now I got to amazon and buy. Period.

    As long as Bezos stays focused on value, amazon charges forward. When he talks about "raising margins," as David Glass did at Wal-Mart--got whacked and backed off, but Lee Scott did--sell.
    Apr 26 09:09 am |Rating: 0 0 |Link to Comment
  • The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
    More diversified THIS time. Sorry.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
  • The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
    A nice article giving a running commentary on stocks. What recession? Companies seem locked and loaded, by and large.

    Costs in line; solid thinking; lots of big caps with strong overseas positions. More diversified in the last dip 2000-2001, which much broader markets for the big guys. This author makes this clear.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Again a great start to the day.
    Apr 24 08:43 am |Rating: 0 0 |Link to Comment
  • Audible Fits Right in with Amazon's Digital Product Growth Mission [View article]
    The best article about the audible.com acquisition I have read. Bravo to the author and Alpha! My company, Simply Magazine, sells 34 audiobooks through audible.com as well as through mass market retailers such as Dollar Tree, Dollar General, Big Lots, 99 Cent stores, and up to Target, Walgreen, and the military.

    Audible people are hands on, enthusiastic, and smart. They should fit in with the enthusiasms of Jeff Bezos--who continutes to impress.
    Audible people are the biggest participants in APA (Audio Publishers Association); they send out the big guns who listen, learn, and guide. They can only help Amazon people to get out, meet, greet, learn.

    I would challenge Lisa on "unadventurous" v. Yahoo. Yahoo is a "lot of money deal." Audible is a strategic fit. It is much easier and sexier to make the big play; harder to make the smart play. This article shows just how smart the play is (and I learned a lot from it).

    Kudos to Amazon and Audible!
    Feb 02 10:22 am |Rating: 0 0 |Link to Comment
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