And I will continue to win into 2015 on that investment... It isn't a today thing. When investors synthesize the manner in which flows must balance, all of my positions will move for me in a big way.
Note, I was correct about INTC raising debt to do buybacks. I am correct about Amazon's declining relative value proposition moving forward. It's all about understanding the TCO of products consumers are purchasing and how that will evolve over time.
Squeeze away... I'll happily add. Any institutional long not selling at these prices given these risks after Bezos sold $200MM worth (and $2B worth over the past two years, which is more than Amazon's earnings in the period...) is negligent IMHO.
give you back patting a rest: you havn't been correct on either stock yet in the big piciture so far: AMZN is up big INTC down big: I don't what planet you've been on but your bank tells ya you have not been correct on either of those calls: 'nuff said.