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Amazon.com Inc. Message Board

  • techstrategy techstrategy Nov 27, 2012 1:21 PM Flag

    As usual, I sold FB too early...

    But you can check my posts on that as well. Sybs, you mocked me there purchasing at $19... The deal between FB and AAPL is just the beginning. Yet another competitor for AMZN, with a significant advantage on social commerce. LT, there's no reason FB cannot partner with UPS and manufacturers to directly drop ship and beat Amazon at its own game, without the risk and malinvestment in redundant physical facilities..

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    • I sold half at $23 and took a good gain (from $19), and am holding the rest for mid thirties ... FB has unbleievable value that will be unlocked over the next 12 months. The financials are amazing and the potential for EPS growth is even better. FB should be worth signifcantly more than AMZN.

      • 2 Replies to once_on
      • "FB has unbleievable value that will be unlocked over the next 12 months. The financials are amazing and the potential for EPS growth is even better. FB should be worth signifcantly more than AMZN."

        AMZN is valued like a pig but I don't think FB is anywhere close to cheap or value to unlock: I think it unlocked it's value when the Secondary Market chased the stock up before it went public: and disbursed it to the public on the back of easy money where they all made out: now it's public and you have to be careful: the stock just immensely here. I think it has to grow into what it's valued at like alot of other things.

      • Amazon is going to get hit from so many sides, it isn't funny. And, it will have sunk all of its capital into distribution/fulfillment capacity, because we don't already have enough of that in this country.

        I am serious when I say that longer term, the direct to consumer model can and will be done more efficiently and effectively through a FB/UPS model.

 
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