Although it may have one last run going into the holiday period, we believe that Amazon has several red flags that demand investor attention. |
At a point when many other e-commerce companies are struggling to reach breakeven, eBay has demonstrated that it has a materially different and better model, which is driving exceptional growth both in sales and earnings, |
At a point when many other e-commerce companies are struggling to reach breakeven, eBay has demonstrated that it has a materially different and better model, which is driving exceptional growth both in sales and earnings. |
Has Wall Street paid too much for Amazon? Investors bid the stock up too much in anticipation of it growing faster than it's going to grow. But if Amazon keeps executing and making progress in keeping costs down, it can still work. |
He seemed like he was pushing hard for us and hoping that we could do better. |
I don't think that the [name-your-own-price model] was a consumer-friendly, easy way to buy products. It was all about squeezing out a little bit of price savings and for that you gave up service, selection and convenience. I don't think a large enough group of customers were willing to do that. |
I think this company will do a better job of inventory management as these businesses mature, ... Remember, they've only been in some of them for six months or so. |
I think you're going to see a really wide range of estimates unless they help us with that, which I'm not sure they'll do. |
I'm initiating a bill next year that would make it so it's a parental decision, ... If it is, then it should satisfy everyone's fears. We don't have a bill yet, but we're working on it. |
In the fourth quarter of calendar 1999, sales grew 170 percent year-over-year. In the second quarter they just reported, sales grew 84 percent. So, if you went back six months, Amazon's market capitalization when they generated that 170 percent growth was probably around $25 to $30 billion. Today it's $15 billion, |
In the fourth quarter of calendar 1999, sales grew 170 percent year-over-year. In the second quarter they just reported, sales grew 84 percent. So, if you went back six months, Amazon's market capitalization when they generated that 170 percent growth was probably around $25 to $30 billion. Today it's $15 billion. |
Is it $15 billion because of the collapse of the business-to-consumer market or it is $15 billion because sales growth slowed down by 50 percent in the last two quarters? Probably, it's a little bit of both, but I think it's more of the latter. |
It appears that to help save the bottom line, the company held back on some marketing expenses, |
It's fairly niche-y, it's not going to be a broad based business model that can succeed in a lot of different categories. |
My head was exploding, my stomach ripping, and even the tips of my fingers ached. The only thing I could think was, "If I live, I will never run again!" |