Amazon.com Inc. Message Board

Here is the opportunity. Become a mega wholesaler, create infrastructure to maintain "business as a service / business on clouds". Each business is setup to sell 1M (tax threshold), come back in a year, sell another 1M...of course, a given owner could own 10s and 100s of those business entities :D

Nah...AMZN the stock will go down. AMZN simply cannot sustain the level of growth rate required to main its current valuation.

AMZN supports the sales tax because they don't want someone to come along and did what they did - destroy local economies through an unfair advantage. That said, AMZN still faces formidable and entrenched competitors with deep pockets. Do note that their competitors are profitable business with a razor sharp focus. Unlike AMZN, they don't chase every shiny new ball to mask losses an inability to compete on a level play field.

It would probably have been better if the tax did not pass. AMZN is expanding into all the states, so they would have had to pay sales tax anyway. If sales tax did not pass, AMZN would have faced a ton of online retailers doing what they did - undercut the competition through the sales tax advantage.

Either way though, AMZN is in for a rude awakening. Retailers with existing distribution foot print in place are getting better at managing their logistics - for example, fulfilling online orders using the inventory of the stores nearest you. Existing major and mega retailers will able to fulfill orders faster and with less cost than AMZN.

The jumped to 200 was pure momentum. This thing could hit the deck at a 100 within a 4-6 weeks -- roundtripping

Sentiment: Strong Sell

Conservative estimate: LNKD with see sub 150 within a month.

Sentiment: Strong Sell

This stock is a goner. All momentum players will exit. Why take the risk? People play this because of momentum and that momentum just evaporated.

Sentiment: Strong Sell

It takes a few days for their clients to unload...

The problem with "leading" is that you end up with obsolete hardware. It's not always good to be "leading" esp. if you don't know how to be profitable. Leading and losing money is simply you burning money to light a path for the competition to know how they can beat you.

Yes, you have a certain customer base, but all key customers would have already planned to ensure their platform are cloud agonistic.

I am sure GOOG and MSFT already have plans and tools in place to help key customers transition from AMZN.

So,you would agree that MSFT is good at destroying the competition, be it with their strategies, products, services, sheer size of cash pile, what not?

I think MSFT considers AMZN its competition? You realize that MSFT is already matching AMZN prices and is in a better position than AMZN to further cut prices.

Btw, you know MSFT owns Windows and SQL Server right? A large number of cloud servers do make use of, you got it, Windows and SQL Server. AMZN has to pay for Windows and SQL Server licenses, MSFT does not.

AMZN got lucky with the sales tax regulations. That luck is going away.

Example?

What's wrong is that AMZN revenues were 16B but the stock is valued like they made 16B in profit.

We have been heading lower for a while. See how many times we bounced between 270s and 250s prior to earnings. That was probably due to some folks knowing something exiting. The bounces up were due to fools playing other greater fools.

Now, it's down and down. If AMZN does pop, I would short and double short.

200 is a given...there is no driver to bounce this stock. Once the trust has been lost, it will be hard to regain...I think AMZN has lost its credibility.

Let's be fair to AMZN. Let's still give them the benefit of the doubt. Let's give them 100.

Elaborate?