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  • dutchboyinvestor dutchboyinvestor Oct 28, 2012 9:41 PM Flag

    Narrative Has Changed

    This stock was trading at $246 on Oct 14, 2011 - a full year later $238. A year ago all the talking heads on tv including Cramer were telling you to buy because of phenomenal ecosystem and ultimate return on "investment" spending.

    Today - most on tv say they love the company but hate the stock and now even Cramer has his doubts.

    Bezos lost control of the narrative. Growth is declining rapidly and there is no light at the end of the margin expansion tunnel. Friday's technical bounce will not see much follow-through.

    Focus in next quarter and thereafter will be on growth and margin - and with the low estimate on revenue in 4Q of 16% is realized wall street will begin to exit this stock in earnest.

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