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Deutsche Telekom AG Message Board

acts21_4 5 posts  |  Last Activity: Oct 5, 2014 2:51 PM Member since: Sep 30, 2009
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  • acts21_4 acts21_4 Oct 5, 2014 2:51 PM Flag

    It's a no brainer. They should be paid for waiting in line. It's amazing to me how many big, deep pocket companies think it's OK to do the wrong thing. The management school I went to says that if you treat your employees well, the company does amazing things - seems like it might be worth investigating. Does Amazon really think all their employees are thieves? They're not. In fact, 99.9% of them are honest, upstanding citizens just trying to make a buck and want to do a good job - and Amazon has the statistics internally that shows that. Bottom line - they should get paid.

  • 3Q Nearly Over -

    I think they will post, at least, a $300 million loss ($0.65/share). If you throw in $150 million for drones and $500 million for the Indian investment, it could be as high as $950 million ($2.06/share).

    If you add to that, the fact that the CFO's FP&A department overstated the Fire Phone revenue in their forecast, you have even more of a problem.

    I don't think the CFO will let the loss go over $2.00/share and will manage the income statement to keep it under that. But, to me, the Bezos' spending seems to be out of control and not focused on the core business.

    And what's all the fighting about with their suppliers (sorry for the rhetorical question)? Not a smart move when you pick a fight with Disney, a most revered company.

  • I might be an idiot and your welcome to chime in but it seems to me they've lost their focus. One week they want to compete with a $2 billion investment in India and the next it's $960 million in Twitch. Meanwhile, their core business is bleeding red ink, sellers and employees very disgruntled, they are fighting with content providers (who, by the way, have an immaculate reputation), Firephone a flop and losses getting bigger. At some point, the publishers, employees, sellers and content providers may just pack it all in and say "We can do better without AMZN as our partner". I think some of their vendors and sellers are there now. I think, at that point, shareholders start to bail.

    Sentiment: Sell

  • Reply to

    Market will not like this deal !!!

    by bubble_going_blow Aug 25, 2014 5:38 PM
    acts21_4 acts21_4 Aug 25, 2014 8:55 PM Flag

    They are using the cash they withhold and don't pay to their sellers.

  • Reply to

    Why Amazon could be the next Enron

    by etbob1 Aug 1, 2014 10:07 AM
    acts21_4 acts21_4 Aug 1, 2014 8:52 PM Flag

    I wouldn't say belly up. But, I've suspected for some time that their balance sheet may not pass muster. AMZN third-party sellers account for something like 40% of their revenue. AMZN routinely holds sellers' payments for up to 90 days, i.e., they collect the revenue from the customer for the item but don't pay the third-party seller for up to 90 days (30-45 is average and 14 days is the minimum). That's a giant chunk of change. I believe their current liabilities are understated by some $3-$4 billion because of it (could be as high as $8 billion or as low as $1.5). I think AMZN sees holding sellers' payments for up to 90 days as an operational issue and not necessarily a financial one. It is a financial issue and I think the practice should be specifically mentioned in the notes or body of the 10Qs and 10Ks because it changes how the Buffets of the World (and us peons) view the company. Now, $3-$4 billion is not much for a company the size of AMZN but it calls out larger problems - one is liquidity. In other words, perhaps the current ratio is more like .8 or so rather than the 1.1+. That makes a difference to creditors. If the balance sheet needs to be restated, one can imagine the other issues this can cause, i.e., management shake-up, lower stock price, SEC sniffing around, not to mention a general loss of trust, etc.

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