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  • skiidady skiidady Dec 23, 2012 11:16 AM Flag

    Did Any Of You Short Idiots See How Much Real Estate AMZN Bought?????

    stinky Jr., the point is that AMZN has billions in cash and has no problems swinging these kinds of purchases when they make financial sense. Aren't the majority of you short idiots claiming AMZN is in financial trouble????

    Sentiment: Strong Buy

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    • SkiSchooled:

      Actually, I am arguing that Amazon's cash flows will not go on a hockey stick ramp as you, BruceTheBezosSycophant and the sell side analysts project. The purchase was little more than financial engineering to take advantage of low interest rates to eliminate some office expense to pad forward earnings. Amazon has little net cash. It doesn't get nearly the CapEx leverage everyone claims (I'll highlight that in a future post) because most of the truly long lived stuff is off balance sheet operating leases. AWS upgrade cycles are fast and about to be more competitive, necessitating higher investment and lower margins (see 25% price cut to match Google).

      It canceled monthly Prime. Why? Seriously. The stated reason was that consumers weren't taking to it. But, why cancel? I thought Jeff wanted everyone to pay when they used something. So why not allow the consumer to continue to have the choice of monthly versus annual? Who cares if only a small subset of customers wanted that choice... That wasn't a consumer friendly move...

      BruceTheBezosSycophant, Bezos is smart. Page is smarter. A lot smarter. Bezos is in the big leagues now. He isn't competing against B&N or Best Buy. And Page has more than 10X the cash and true FCF of Amazon for this fight. For now, I will simply assert that Google has far more critical strategic assets to truly dominate the cloud enabled future than Amazon. What Amazon has, Google can replicate quickly and relatively cheaply. What Google has, Amazon simply cannot ever afford to build or acquire...

    • Skiidady, aren't you familiar with the reports of slow kindle sales? All that cash? Amazon is cash poor compared to Apple--how much cash does a 3100 PE company generate? Looks like a Bah! Humbug! Christmas. Is "brucetheharmonicaguy" another of your IDs?

      Sentiment: Sell

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