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Amazon.com Inc. Message Board

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  • im_too_hipp im_too_hipp Feb 2, 2013 8:05 AM Flag

    Barron's is out with support for AMZN this weeked: says 3rd Party sales is the key driver in the future

    "At least to me, the improvemenit in gross margins this quarter was the key indicator that Bezos might pull off his master plan"

    that or WS has to move to the "gross margin" story as sale increases slow down so that story looks more flimsey. The gross margin story coveniently leaves out the more thatn offsetting fufullment expense increase: which could be a smorgasboard of stuff the might be clasified as "cost of goods sold" in their 3rd party business. More of an accounting of where expenses are placed then anyting else so far: as it allows the hype of the gross margin story. Bottom line: AMZN hasn't achieved the botttom line results that were expected off a couple years ago off the $2.52 peak base of earnings. Whether Bezos is pulling off a vision or WS is merely trying to keep the AMZN bull story intact, time will tell. Tapping the bond market shows they had troulbe funding themselves from internal operations. Option strikes, positions be damned.

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    • "...as sale increases slow down ..." This statement has been made, and seized upon by Amazon bears. It's nonsense. For the past 10 years, yoy revenue increases have been
      36%, 30%, 23%, 26%, 38%, 30%, 28%, 40%, 41%, 27%
      The combined increase for these 10 years is about 1600%. The truly amazing thing is that in spite of growing so fast, Amazon has managed to have the highest customer satisfaction of all internet retailers for years, and still made a small profit while building the most encompassing and efficient distribtion system the planet has ever imagined. This is Bezos' plan. For a hobby, he's building a 10,000 year clock and a spaceship. Amazon is what he really cares about. You think you can figure out why he can't succeed? Good luck with that one. Before you tell me how stupid I am, let me remind you I doubled my money in AMZN in 2012, how'd you do?

      Sentiment: Strong Buy

      • 4 Replies to brucetheharmonicaguy
      • "For a hobby, he's [bezos] building a 10,000 year clock and a spaceship."

        And he's using the bag holders coin that he sells his stock to to fund his get away when the castle thats built on sand crumbles... He'll need that space ship up and running soon. And he'll have to keep a close eye on that clock, and sell another $200 million of stok... Time is running very short.

      • ""...as sale increases slow down ..." This statement has been made, and seized upon by Amazon bears. It's nonsense. For the past 10 years, yoy revenue increases have been
        36%, 30%, 23%, 26%, 38%, 30%, 28%, 40%, 41%, 27%"

        1. Notice the sharp decline that the orinal poster points out

        2. Notice as well that the 1600% compounded 'revenue growth' that you point out is accompanied by always declining earningz to the point were when factoring in bond debt to fund 'expansion' of revenue that they are operating in negative cash flow and at a loss of share holder earnings...

        Q: do share holders own stock for appreciation of capital and growth in earningz, or do tgey own stok for growth in revenue by selling at 92 cents products and services that costs 1.00 to provide?

        Lets see who iz 'smart' out there that can answer sybbys question

      • You realize than grown 30% when your revenues are 30B is much easier than when your revenues are 60B?

        What part of miss don't you understand? AMZN missed its Q4 earnings and revenue target BIG time. Their guidance forward is at best iffy and the top line forward guidance is shockingly low.

        Sentiment: Strong Sell

      • actually it's mostly the media and publications have seized up the gross margin story now that the sales number for the best qtr for AMZN missed median expecatation by about $1 billion. If you're gonna talk about gross margin, it might be applicable to include fufullment costs as they are a cost of sales to AMZN: whether you want to put the costs on the cost of goods sold or below it to show margin improvement. You're a pumper idiot Bruce One minute you said you sell at 290 and the next at 260. I think you are totally full of BS and change your story of your holdings as the wind blows.

    • Gross margin increase is still a joke. Supermarkets have higher gross margins.

 
AMZN
375.56-10.48(-2.71%)Apr 17 4:00 PMEDT