Bozo is trying to apply a "one-stop shop" theory like PCLN or "Walmart on The Net". Problem is - these guys are getting crushed so bad it's not even funny because of the reasons you stated - people want to touch and feel. I knew this model was gonna crash right from the start...needless to say, I've shorted it many a time. Prior to this earnings announcement was no exception - this is the 8th consecutive earnings announcement the stock has gone down hard. Cheers!