theres the test your last chance to sell at the top
By techstrategy . a second ago . Permalink
Yeah, the company that had to borrow $3B is going to push around those with $50 and $100B in cash and $15 and $50B in cash flow... Apple and Google should undercut Amazon price on digital content (Apple and Goog) and digital services (Google Cloud) by 10% on the first $100 of digital content (and match thereafter) and $10K of digital services (and match thereafter). It would be a competitive rather than anti-competitive... we'll see how well Amazon holds up now that the Titans are free to compete aggressively with it.
I wonder how the analysts cash flow models look under such a scenario?