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  • penystoc penystoc Dec 3, 2012 6:26 PM Flag

    Cramer still likes this overvalued

    Walmart will kill them in retail and GOOG will knock them off their cloud. Just remember a few months from now that Cramer said buy at 250.

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    • Let's see if this one gets through...

      One can tell Cramer went to Law School and not a decent business school, because he would have flunked Marketing 101. Market segmentation is essential. 1% of global retail sales? Sure. How is that relevant? Is Amazing going to be selling gasoline? Serving dinner? Alcoholic beverages?

      I'll be coming out with more, but Amazon's advantage is in decline... Over time, fewer categories will be well suited to its business model.

    • Cramer did the ultimate pump... "Amazon is 1% of global retail sales..." A classic lesson from Marketing 101: Not properly segmenting the addressable market opportunity... It's not surprising since Amazon lacks any truly coherent strategic focus and none of the analysts (and certainly pumper in Chief Jim Cramer) have ever challenged the strategic coherence and addressable market...

      Is it now going to dominate restaurant sales? Spa? Auto repair? Gasoline sales? Oh wait... GRPN is better positioned to serve certain of those categories... And, certain of those categories (gasoline retail) will never be meaningfully served by Amazon or Groupon...

      The reality is that Amazon's business model is more efficient for a small subset of retail sales. For most, it is an inferior proposition. The irony is the number of product/categories for which it is superior is declining over time, not increasing.

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