It is a business, and you have to follow the rule of law in the country in which you're operating. |
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins? |
It is getting harder to make money online. |
It is the single most important market and single most important strategy for Internet companies for the next 10 years. |
It just shows the strength of their non-advertising revenue. |
It looks like Amazon has guided conservatively for the second-quarter. They're forecasting net sales to grow between 22 and 31 percent. Expectations were for growth of about 33 percent for the quarter, |
It looks like Amazon has guided conservatively for the second-quarter. They're forecasting net sales to grow between 22 and 31 percent. Expectations were for growth of about 33 percent for the quarter. |
It makes sense. It's an orderly way of increasing the flow and reducing the volatility in the stock. |
It might be the case that Amazon finally reached the top level of expenses. |
It was a very strong performance. I would expect them to have a nice upside. |
It's alarming, ... because you don't know if they are spending more because of exciting new products that could come out in the near future or because of competitive pressure to keep up with everyone else. |
It's hard to see the stock pulling back in the fall even though the valuation is very high, |
It's hard to see the stock pulling back in the fall even though the valuation is very high. |
It's not a disaster, but it's a bit of a letdown, |
It's not a significant issue. In my discussions with the company it hasn't come up as a major factor. |