john_and_allen

Amazon.com: Why Now Might Be the Time to Short

Shorting Amazon in my opinion, is the most suicidal advice you can provide your readers. Ironically, you are also telling them the great potentials Amazon has ahead.

Actually, we are experiencing a world of innovative technologies replacing old ones. Amazon is moving in synchronizations; although, some nascent technologies need time to be established, their trend is to takeover the roost. An example is Amazon Unbox on TiVo, in the future we could be able too see people in Australia downloading from Amazon on their TiVos that far. What do you think, a CD mail from Netflix is faster or more convenient? just think NOT R&D needed. So that, I don't agree with your statement: " Like Unbox, AMZN's partnership with TiVo has generated little response, for similar reasons. Overall, I think this is another example of an expensive, early, and unattractive business." All the contrary, if you look at the excitement this type of business is producing all over the net, you will be amazed. Just type: " Amazon Unbox on TiVo " in any Internet search engine and-watch results. So "unattractive" is just another of your many: "I don't think."

In conclusion advising on shorting companies with innovative technologies such as: Amazon, Apple, TiVo, Google is really suicidal. Any of those companies stock-prices could climb hugely with just one accomplished home-run; for instances, if the Appeal Court rejects Echostar thievery appeal in favor of TiVo, Amazon starts selling its products directly on TV via TiVo. Apple start designing and selling UFTiVO. Google or Netflix offering free subscription on TiVo, etc. Amazon could start selling anything possible worldwide by globally syncronizing its technology with distributors of all sizes.