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Amazon.com Inc. Message Board

clearsighted1 9 posts  |  Last Activity: Jul 31, 2015 9:36 PM Member since: Feb 9, 2011
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  • Reply to

    Question for the Board...

    by techstrategy Jul 31, 2015 9:10 PM
    clearsighted1 clearsighted1 Jul 31, 2015 9:36 PM Flag

    The idea of the Treasury buying Gold to back the dollar is so far-fetched I wonder about your sense of reality. You have had some reasonable ideas in the past, but you seem cooked....

  • clearsighted1 by clearsighted1 Jul 29, 2015 12:14 PM Flag

    Geegee, someone needs to beat you up. On the topic of drones, can anyone in the Media stop and look at the chaos this would cause? The lawsuits alone would wipe out the little earnings Amazon generates. I can't wait to see the percentage of drones that returns to Amazon from a delivery to any size city. Emergency services iin rural areas is clearly a need that could be met with the use of drones. Not much more, except perhaps monitoring stuff from the air.

  • Reply to

    Time for checkmate? Parasite extinction event?

    by techstrategy Jul 28, 2015 2:42 PM
    clearsighted1 clearsighted1 Jul 29, 2015 12:00 PM Flag

    If the end game is mathematically certain, why is it that you continue to repeat the same message ad infinitum? From what I can understand, at some point there will have to be a rebalancing phenomenon and a price to pay for printing our way out of the financial crisis of 2007. You can't just dismiss massive debt. But the audience on these boards is saturated by your message, and you only give weak egotists like "trendsetter" a platform for their self-inflating pronouncements. I try to find sentiment on a couple of boards, and perhaps some understanding of financial ideas, But lately these boards are filled with nothing but ranting and pathology....

  • clearsighted1 by clearsighted1 Jun 30, 2015 1:06 PM Flag

    I love the way people change reality by using language to obscure. The supposed "loans" to be made to Chinese Companies should really read bribes or cost of doing business. That is the way it's done in China.

  • Reply to

    Drones

    by clearsighted1 Jun 18, 2015 11:33 AM
    clearsighted1 clearsighted1 Jun 18, 2015 12:56 PM Flag

    They are FOS. I have a friend who does business by filming certain things from drones. He knows that this Amazon story is a Fairytale. Bezos in Space Bezos piloting Drones yadayadayada. More like Bezos with a kidney stone in the Galapagos...

  • clearsighted1 by clearsighted1 Jun 18, 2015 11:33 AM Flag

    Let's get one thing straight. The idea that there will be drones flying all around delivering little packages in any volume on the cheap, is ridiculous. The lawsuits from injuries, the number getting wacked out, the amount stolen, etc., makes this idea a Fairyland. What you might have is a few stations in very rural areas delivering a minuscule percentage of stuff, as to make this concept a JOKE financially. This is simply the typical pumping of Amazon as a cool progressive far sighted stock, instead of a scattered conglomerate, with a solid retail concept with serious competition for low margin business. AWS will have incredible competition, similar to the Storage story. The chickens eventually come home to roost.

  • Reply to

    The Cloud

    by clearsighted1 May 28, 2015 10:14 AM
    clearsighted1 clearsighted1 May 31, 2015 8:21 PM Flag

    Fundamentals eventually matter. if you are playing the options game, then i would agree with you, but if you are an investor in this stock, one day fundamentals will become ascendant. It's only a matter of time. In the 70's fundamentals didn't matter for the reverse reason, and many stocks were undervalued. There will always be a regression to the mean, unless the System implodes.

  • Reply to

    The Cloud

    by clearsighted1 May 28, 2015 10:14 AM
    clearsighted1 clearsighted1 May 31, 2015 10:10 AM Flag

    As predicted, the Cloud is on its way to a "Race to Zero". All the analysts who have pumped this stock based on future earnings from the Cloud, need to rethink their hopes, unless their pumping was just the usual momentary attempt at propping up the stock price. The competition here will be fierce, and profits will be meagre.

  • clearsighted1 by clearsighted1 May 28, 2015 10:14 AM Flag

    AWS is the leader now. This will become a commoditized business just like SSD's. Analysts just overlook the fact that their overall revenue in that space was a disappointment. But no worries, IBM Microsoft Google etal will just stop competing in this space....Lots of luck

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