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Amazon.com Inc. Message Board

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  • brucetheharmonicaguy brucetheharmonicaguy Sep 27, 2011 4:13 PM Flag

    And if its priced at $199.........

    Unlike Sony, Jeff has a cash cow in the retail business, he can sell at a loss as long as he wants to. The competition know this, so they don't get in a war with him. The state of California doesn't want to get in a war with him.

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    • Do you really believe the nonsense you write?

      Or are you just too clueless to actually analyze AMZN's business, and therefore prefer your childlike "In Jeff we trust!" analysis?

      AMZN has no cash cow in the retail business. Their margins are sub 2% and shrinking. Their main product is increasingly being given away for free (books, videos, etc.) and their additional product sales are costing more and more to ship and distribute.

      Their third party sales network advantage is being challenged by WMT, TGT, OSTK, EBAY, AAPL, and GOOG, as they too set up affiliate networks for third party vendors.

      THEIR TAX ADVANTAGE IS GOING AWAY, WHICH WILL LEAD TO SALES DECLINES AT AMZN.

      Can you imagine what the stock will do when AMZN revenue not only stops growing at the same pace, but actually declines?

      Your best line is about California. "The State of California doesn't want to get in a war with him." Do you realize that AMZN surrendered to California?

      They got rid of all their affiliates, thereby angering a huge part of their revenue base, only to cave in. Their concession? 9 months of a sales tax holiday, or a national internet sales tax, whichever comes first. Say hello to California taxes.

      BTW, Say hello to Texas agressively pursuing their $270 million plus interest and penalties tax against AMZN, in addition to claiming a nexus for them in Texas as well.

      Every state will now follow the California lead, and take a piece out of AMZN's hide. AMZN has even made it easy for the politicians to attack them, even in this era of the TAXED ENOUGH ALREADY PARTY. The story about their overheated working conditions is fodder for the politicians. AMZN is an easy target. Who really wants to be on the side of exploiting workers and underaged children?

      AMZN has fumbled their PR attempt all the way, while courting the cartel to keep their stock price higher. Tomorrow's fire announcement may be the opening gun of AMZN selling season in earnest.

      The AMZN Fire product may turn out to be huge joke on them. There may be a fire at AMZN, but not the good kind. This fire has the potential to blaze out of control and consume the entire AMZN machine.

      And BTW, I have read Jeff's 1997 letter.

    • The competition is APPLE. They went to war with Microsoft. You think they're worried about an etailer?

    • not really a cash cow but he has a cartel behind him, never splits the stock, and is like Bill Veeck in baseball with constant PR around the Company. There's the brilliance.

 
AMZN
329.97-2.13(-0.65%)Jul 9 4:00 PMEDT

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