AMZN, is the dream finally over?

I truly believe that more and more books, movies and CD's are going to be sold digitally or viewed in streaming mode, instantly, no more shipping.

And companies that can deliver that type of product/service in the most efficient way are going to make a fortune.

One thing is for sure, people are not going to stop buying books, music and movies online, and somebody has to sell them to them.
 
Amazon should stick with what they know. Stop pretending to be someone else. it'd take a lot of technical skill to compete with Apple and Samsung.
 
HeSaidSheSaid said:
Amazon should stick with what they know
More...

You mean like building giant warehouses? Because that is all they know...

an-amazon-warehouse.jpg
 
Oh you probaly meant this:

"After selling only 35,000 units, Amazon is writing off $170 million worth of unsold Fire Phones. The retailer launched the phone in July, but it immediately suffered from poor reviews. On Amazon, the device had an average rating of 2.1 out of 5 stars, and many buyers complained about the poor app selection. News of the writedown comes the day after Amazon released abysmal third-quarter earnings in which it posted a $544 million operating loss."
 
The stock has been overpriced. Bezos is a smart, innovative guy. Amazon will likely do just fine because companies that treat their customers well usually do well. For that reason, I think Amazon has a bright future. I look forward to a more reasonable stock price. In the meantime, when I need a gift wrapped item ordered on the 23rd of December to be delivered by 5 pm on the 25th, I'll look to Amazon.
 
I buy many items on Amazon. Having said that, as of late if I do a quick Google shopping search I have noticed over the past few months that there are credible alternatives. In fact, I am finding that Amazon lists items as "unavailable" that I can find elsewhere readily and at a discount from retail with free shipping.

Like all dominating players, credible and legitimate competition dilutes.
 
xelite777 said:
I truly believe that more and more books, movies and CD's are going to be sold digitally or viewed in streaming mode, instantly, no more shipping.

And companies that can deliver that type of product/service in the most efficient way are going to make a fortune.

One thing is for sure, people are not going to stop buying books, music and movies online, and somebody has to sell them to them.
More...


OK, but they've been doing this for ten years and still have yet to generate any significant cash. "House of Cards" is a needle-mover for NFLX due to the much smaller mcap. AMZN has nothing like this and the content is a loser. There is nothing in the pipeline that can save AMZN from massive PE-contraction. The cloud is commoditized. I love the company as a user (Prime, Instant Video), but it's not a legitimate model for the long-term. Their only hope is to use stock to purchase legitimate operating companies on the multiple arbitrage.

Comcast could be a target (MoE), but AMZN buying DISH would be an ideal fit. No geographic-limitations as with owning the largest, albeit fragmented piece of cable. No limitations with Dish and they could easily absorb it (28B and 28 multiple). Lots of free cash and it finances itself. An instant player in content and delivery. IMO.
 
Last edited:
You must log in or register to reply here.
Back
Top