n***i
发帖数: 777 | 1 Amazon 这个股票是为数不多的rule breaker，这已经在线上销售方面表现出来了。但
是线上销售做到最后利润有限，最后估计就是几家大的把大饼分一分。amazon看涨还是
看跌要看他在cloud service 方面的 rule breaker的潜力。科普一下，任何公司都需
要存储数据，公司email等等。传统的办法是购买storge solution，比如从emc。但是
这非常贵，而且不flexible。amazon service 可以 pay as you go， 而且便宜很多又
省心，除非竞争对手，不然sensitivity也不是特别大的concern。可以预见将来越来越
多的公司会采用这种模式，而且市场极大。在这方面amazon毫无疑问的一枝独秀，优势
非常明显，不仅是存储还有云计算方面。微软和google现在每年花大钱拼命赶，但是
amazon已经走在前面了。 Amazon的ceo非常有能力，能够看得出未来的趋势，我相信大
麻的web service这块将来会和他online sales 一样成功。amazon 这个公司如果失去
了魄力和探索精神，而专注于如何让profit更多的话，那就真要失去花街宠儿的称号了
。几乎所有startup绝不会用传统的solution，一定会用cloud service，因为便宜又灵
活好用的东西，为什么不用，而且公司可以专注在自己的业务上。但是这个转换的过程
不会很快，因为很多公司僵化，不愿改变，效率底下。但是这不影响未来的趋势。 | d**j
发帖数: 23329 | 2 周一是deal breaker，涨回去就错过上车的机会了。
【在 n***i 的大作中提到】
: Amazon 这个股票是为数不多的rule breaker，这已经在线上销售方面表现出来了。但
: 是线上销售做到最后利润有限，最后估计就是几家大的把大饼分一分。amazon看涨还是
: 看跌要看他在cloud service 方面的 rule breaker的潜力。科普一下，任何公司都需
: 要存储数据，公司email等等。传统的办法是购买storge solution，比如从emc。但是
: 这非常贵，而且不flexible。amazon service 可以 pay as you go， 而且便宜很多又
: 省心，除非竞争对手，不然sensitivity也不是特别大的concern。可以预见将来越来越
: 多的公司会采用这种模式，而且市场极大。在这方面amazon毫无疑问的一枝独秀，优势
: 非常明显，不仅是存储还有云计算方面。微软和google现在每年花大钱拼命赶，但是
: amazon已经走在前面了。 Amazon的ceo非常有能力，能够看得出未来的趋势，我相信大
: 麻的web service这块将来会和他online sales 一样成功。amazon 这个公司如果失去
| p*********r
发帖数: 4593 | 3 Now Amazon is more like year 2000 Cisco, Intel or Microsoft.
Amazon will survive, but once it has small growth. It could drop more than
50%.
Also keep in mind that Cisco, Intel and Microsoft from 1990-2000 not only
has big revenue growth, but also income growth.
Amazon only has revenue growth, and only can sell its story. When its stock
collapses, it has no money to do by share buyback.
Jeff Bezos needs come up another story to convince wall street funds to keep
holding Amazon shares. | n***i
发帖数: 777 | 4 这要看是做长途车还是短途车，长途车的话无所谓
【在 d**j 的大作中提到】
: 周一是deal breaker，涨回去就错过上车的机会了。
| E*********r
发帖数: 4984 | 5 Amazon的好日子到头了，现在股价太高，回到100不是没有可能。 | n***i
发帖数: 777 | 6 这样amazon还是cloud computing 和 web service 老大，哪怕他profit再低，股价也
下不来，cloud的趋势已经定了，这个是时间问题了。其实amazon前几个季度数据还没
这次漂亮呢
stock
keep
【在 p*********r 的大作中提到】
: Now Amazon is more like year 2000 Cisco, Intel or Microsoft.
: Amazon will survive, but once it has small growth. It could drop more than
: 50%.
: Also keep in mind that Cisco, Intel and Microsoft from 1990-2000 not only
: has big revenue growth, but also income growth.
: Amazon only has revenue growth, and only can sell its story. When its stock
: collapses, it has no money to do by share buyback.
: Jeff Bezos needs come up another story to convince wall street funds to keep
: holding Amazon shares.
| d**j
发帖数: 23329 | 7 确实，我看的是扭亏为盈。花街太狡猾，先打压再扯起。
【在 n***i 的大作中提到】
: 这样amazon还是cloud computing 和 web service 老大，哪怕他profit再低，股价也
: 下不来，cloud的趋势已经定了，这个是时间问题了。其实amazon前几个季度数据还没
: 这次漂亮呢
:
: stock
: keep
| f********n
发帖数: 645 | 8 赌的就是那个天边有个云
wk 正统老大搞云的 都干嘛去了 | s***m
发帖数: 6197 | 9 是的
我觉得大麻今年上$500没问题
【在 d**j 的大作中提到】
: 确实，我看的是扭亏为盈。花街太狡猾，先打压再扯起。
| e********9
发帖数: 444 | 10 大规模使用cloud。不知道privacy、security方面的工作怎么样了
另外，大部分机构可能也没那么大的数据，传统模式可能也不错
cloud方面，IBM、MSFT都是对手，还有些小公司，rackspace等 | | | t**********t
发帖数: 364 | 11 ibm就算了
【在 e********9 的大作中提到】
: 大规模使用cloud。不知道privacy、security方面的工作怎么样了
: 另外，大部分机构可能也没那么大的数据，传统模式可能也不错
: cloud方面，IBM、MSFT都是对手，还有些小公司，rackspace等
| n***d
发帖数: 8857 | 12 亚麻以后要是能铺开当天送货，恐怕实体店都可以关门了
【在 n***i 的大作中提到】
: Amazon 这个股票是为数不多的rule breaker，这已经在线上销售方面表现出来了。但
: 是线上销售做到最后利润有限，最后估计就是几家大的把大饼分一分。amazon看涨还是
: 看跌要看他在cloud service 方面的 rule breaker的潜力。科普一下，任何公司都需
: 要存储数据，公司email等等。传统的办法是购买storge solution，比如从emc。但是
: 这非常贵，而且不flexible。amazon service 可以 pay as you go， 而且便宜很多又
: 省心，除非竞争对手，不然sensitivity也不是特别大的concern。可以预见将来越来越
: 多的公司会采用这种模式，而且市场极大。在这方面amazon毫无疑问的一枝独秀，优势
: 非常明显，不仅是存储还有云计算方面。微软和google现在每年花大钱拼命赶，但是
: amazon已经走在前面了。 Amazon的ceo非常有能力，能够看得出未来的趋势，我相信大
: 麻的web service这块将来会和他online sales 一样成功。amazon 这个公司如果失去
| h**********5
发帖数: 5355 | 13 $500M done deal with CIA to build its cloud wasn't just 'selling a story' at
all. It shows how seriously its capability on delivery of the services
could be. Kind of a milestone...
stock
keep
【在 p*********r 的大作中提到】
: Now Amazon is more like year 2000 Cisco, Intel or Microsoft.
: Amazon will survive, but once it has small growth. It could drop more than
: 50%.
: Also keep in mind that Cisco, Intel and Microsoft from 1990-2000 not only
: has big revenue growth, but also income growth.
: Amazon only has revenue growth, and only can sell its story. When its stock
: collapses, it has no money to do by share buyback.
: Jeff Bezos needs come up another story to convince wall street funds to keep
: holding Amazon shares.
| h**********5
发帖数: 5355 | 14 市场有个滞后，现在刚起步，其他player重头还在自己的盈利核心上呢，没法马上全押
上。
【在 f********n 的大作中提到】
: 赌的就是那个天边有个云
: wk 正统老大搞云的 都干嘛去了
| z*****n
发帖数: 447 | 15 EC2其实不便宜，适合于小创业公司，现在很多公司上了轨道都倾向建立私有云，成本
更低 | s*********0
发帖数: 298 | 16 Jeff Bezos 非常有远见，而且不断创新，很让人佩服。看了他的60 minutes
interview，觉得Amazon有他在，一定会越做越成功。 可惜我太快把Amazon股票卖了。
【在 n***i 的大作中提到】
: Amazon 这个股票是为数不多的rule breaker，这已经在线上销售方面表现出来了。但
: 是线上销售做到最后利润有限，最后估计就是几家大的把大饼分一分。amazon看涨还是
: 看跌要看他在cloud service 方面的 rule breaker的潜力。科普一下，任何公司都需
: 要存储数据，公司email等等。传统的办法是购买storge solution，比如从emc。但是
: 这非常贵，而且不flexible。amazon service 可以 pay as you go， 而且便宜很多又
: 省心，除非竞争对手，不然sensitivity也不是特别大的concern。可以预见将来越来越
: 多的公司会采用这种模式，而且市场极大。在这方面amazon毫无疑问的一枝独秀，优势
: 非常明显，不仅是存储还有云计算方面。微软和google现在每年花大钱拼命赶，但是
: amazon已经走在前面了。 Amazon的ceo非常有能力，能够看得出未来的趋势，我相信大
: 麻的web service这块将来会和他online sales 一样成功。amazon 这个公司如果失去
| d******5
发帖数: 4273 | | b********g
发帖数: 199 | 18 去年ER的时候貌似跌了一两周呢，所以今天忍着没捞。
【在 d**j 的大作中提到】
: 周一是deal breaker，涨回去就错过上车的机会了。
| z****e
发帖数: 54598 | 19 ibm现在的cloud已经超过google了
不过google的cloud也可以一并算了
【在 t**********t 的大作中提到】
: ibm就算了
| n*******s
发帖数: 17267 | 20 靠，AMZN40的时候你不买， 400， 360了开始嚷嚷长期看好， Lol。
把话撂着， 两年之内， 跌破300. | | | s*******s
发帖数: 9926 | 21 amazon确实有部分有点问题
kindle fire自创介面 自创浏览器就是个大问题 过度自我膨胀 浪费成本
而且创的还很烂 反而使用户止步
amazon prime的影片连续剧质量更是糟透了 彻底发挥amzn省钱精神 输nflx太多了 硬
绑二日快递反而造成会员数目灌水 影片成本高涨
amzn我看就是本业超强 开放各公司贩卖和极佳的物流系统
基本上还是靠这个
cloud应该也没什么特别好 这感觉没什么能赚 | o**********s
发帖数: 2972 | | i******y
发帖数: 1049 | 23 说点新鲜的吧.
【在 n***i 的大作中提到】
: Amazon 这个股票是为数不多的rule breaker，这已经在线上销售方面表现出来了。但
: 是线上销售做到最后利润有限，最后估计就是几家大的把大饼分一分。amazon看涨还是
: 看跌要看他在cloud service 方面的 rule breaker的潜力。科普一下，任何公司都需
: 要存储数据，公司email等等。传统的办法是购买storge solution，比如从emc。但是
: 这非常贵，而且不flexible。amazon service 可以 pay as you go， 而且便宜很多又
: 省心，除非竞争对手，不然sensitivity也不是特别大的concern。可以预见将来越来越
: 多的公司会采用这种模式，而且市场极大。在这方面amazon毫无疑问的一枝独秀，优势
: 非常明显，不仅是存储还有云计算方面。微软和google现在每年花大钱拼命赶，但是
: amazon已经走在前面了。 Amazon的ceo非常有能力，能够看得出未来的趋势，我相信大
: 麻的web service这块将来会和他online sales 一样成功。amazon 这个公司如果失去
| C*****5
发帖数: 8812 | 24 “把话撂这“为啥？没跌倒300怎么办？你吃屎吗？
【在 n*******s 的大作中提到】
: 靠，AMZN40的时候你不买， 400， 360了开始嚷嚷长期看好， Lol。
: 把话撂着， 两年之内， 跌破300.
| b***y
发帖数: 554 | 25 it may very well hit $300, but I also have no doubt that it will hit $500
within two year.
there is a very good chance that we'll see $1000 within 5 years.
【在 n*******s 的大作中提到】
: 靠，AMZN40的时候你不买， 400， 360了开始嚷嚷长期看好， Lol。
: 把话撂着， 两年之内， 跌破300.
| i******r
发帖数: 1175 | 26 Cloud revenue is puny amount in AMZN's book (4/70), less than %6 of amazon's
business. For cloud revenue, even apply the nose bleeding multiples to
similar growth companies like 'DATA, SPLK', cloud business still just worth
around 30B-40B (yet: already 2-3 lenovos!).
AMZN has 120B-130B market cap on the low margin business. AMZN total
cap including cloud business should be worth around 100B.
Even given premiums of AMZN shares normally it commands, it should be around
$200/share. While Wall St still party on this stock, I think the smart
money has made its run and the rest is penny at the last mile.
Given AMZN's weak cash position (revenue/cash/debt=10/1/0.5), if the party
suddenly is over, it should overshoot to lower than $100 range with the
management forced to use dilutions.
AMZN is selling the story of overall revenue growth can continue to
beat street by the low margin business expansion. The recent week outlook
has more to do with this story in trouble.... if this is the case, even
given cloud worth 30-40B, is the rest of AMZN party over for its remaining
130 billion cap? | b***y
发帖数: 554 | 27 amazon's valuation 5 years from now should be similar to the combined
valuations of = wmt + M + aapl + UPS + the valuation of cloud
's
worth
around
【在 i******r 的大作中提到】
: Cloud revenue is puny amount in AMZN's book (4/70), less than %6 of amazon's
: business. For cloud revenue, even apply the nose bleeding multiples to
: similar growth companies like 'DATA, SPLK', cloud business still just worth
: around 30B-40B (yet: already 2-3 lenovos!).
: AMZN has 120B-130B market cap on the low margin business. AMZN total
: cap including cloud business should be worth around 100B.
: Even given premiums of AMZN shares normally it commands, it should be around
: $200/share. While Wall St still party on this stock, I think the smart
: money has made its run and the rest is penny at the last mile.
: Given AMZN's weak cash position (revenue/cash/debt=10/1/0.5), if the party
| p*********r
发帖数: 4593 | 28
当初 2000 年时，就有人（actually some analysts) 说你这种类似的大话 for Cisco
股票的。
不要小看竟争。 Amazon 实际也就 e-book 那块占统治地位。 Cloud/AWS 虽然 market
share 大，那只是现在。因为它是 proprietary, 以后会像 iOS 一样尴尬。Apple
has good hardware design, but it still tough to maintain iOS market
share. 真不知道过几年 Amazon 有什么可以来 maintain its AWS market share.
【在 b***y 的大作中提到】
: amazon's valuation 5 years from now should be similar to the combined
: valuations of = wmt + M + aapl + UPS + the valuation of cloud
:
: 's
: worth
: around
| i******r
发帖数: 1175 | 29 Be realistic, I think AMZN's growth story is actually taping down.
Market cap of WMT is hallucination, let alone adding others. WMT price/sales
is only 1/2. Even AMZN can achieve WMT's sales, which means a growth of 8
times (analyst projection is around 23%, means 2.8 times in 5 years).
However, its low profit margin means it worth less than a swap with WMT,
whose market cap is around 250B. Which means at best, AMZN worth 250B in 5
years.
Now let's say if AMZN totally beat WMT, and WMT went bankrupt, it means AMZN
worth 160B+ WMT's 250B, it is still smaller or just equal to AAPL.
Hope this tells you the AMZN dollar is at its end of growth stories. Online
shopping getting mature, which is 95% of AMZN business.
Moreover, I don't see people increasing shopping at AMZN. It is an alarm
especially when AMZN grow through acquisition, it does not always translate
into more value to the share holder. Even AMZN purchase all other online
retailer, its per share price will be same or less. The value goes into
share holders of the company being acquired.
Did it not confirm this projection with the AMZN earning? If AMZN's market
cap reaches AAPL someday, it will be other company's shareholder laughing
all the way to the bank.
【在 b***y 的大作中提到】
: amazon's valuation 5 years from now should be similar to the combined
: valuations of = wmt + M + aapl + UPS + the valuation of cloud
:
: 's
: worth
: around
| b***y
发帖数: 554 | 30 amzn is not making money not because it can't make money, but because it
choose not to make money.
all the money they made so far are reinvested in the business, in more
efficient distribution network, better website technology, lower price, new
market entry. Growth is more important than making money at this moment,
and wall street agrees with that and awards amazon with the market cap it
deserves.
ecommerce is a trend that has only began and will change the world's
landscape in the next 30 years. Amazon is in the strongest position to
dominate the space.
the american demographic is changing. the population is returning to urban
center, and an increasing % of the population is carless. it is very clear
that who will benefit from this demographic shift. Amazon, through its
various delivery programs, is changing from just a place to buy books and
CDs to becoming an essential component of people's day to day life. Prime,
subscribe & save, Mom, Pantry, Locker two day, one day, same day delivery...
all these are changing people's long term shopping habit.
Amzn is surpassing TGT in revenue in 2014. I don't see anything that will
stop amzn from reaching the revenue level of wmt. the distribution network
required is mostly in place, the increase in product offering, and the
various addictive delivery program will bring more and more people into its
business, and taking over an increasing share of existing customer's wallet.
sales
8
AMZN
Online
【在 i******r 的大作中提到】
: Be realistic, I think AMZN's growth story is actually taping down.
: Market cap of WMT is hallucination, let alone adding others. WMT price/sales
: is only 1/2. Even AMZN can achieve WMT's sales, which means a growth of 8
: times (analyst projection is around 23%, means 2.8 times in 5 years).
: However, its low profit margin means it worth less than a swap with WMT,
: whose market cap is around 250B. Which means at best, AMZN worth 250B in 5
: years.
: Now let's say if AMZN totally beat WMT, and WMT went bankrupt, it means AMZN
: worth 160B+ WMT's 250B, it is still smaller or just equal to AAPL.
: Hope this tells you the AMZN dollar is at its end of growth stories. Online
| | | b***y
发帖数: 554 | 31 ios was good enough to make aapl the largest market cap company. despite
how you see ios, aapl still has the largest market cap as of today.
if amzn can be just aapl+wmt, that's good enough.
Cisco
market
【在 p*********r 的大作中提到】
:
: 当初 2000 年时，就有人（actually some analysts) 说你这种类似的大话 for Cisco
: 股票的。
: 不要小看竟争。 Amazon 实际也就 e-book 那块占统治地位。 Cloud/AWS 虽然 market
: share 大，那只是现在。因为它是 proprietary, 以后会像 iOS 一样尴尬。Apple
: has good hardware design, but it still tough to maintain iOS market
: share. 真不知道过几年 Amazon 有什么可以来 maintain its AWS market share.
| i******r
发帖数: 1175 | 32 Your prediction is ridiculous, even AMZN itself can't agree. at the top of
their growth projection, in 5 years they will do 1/3 to half of WMT.
new
【在 b***y 的大作中提到】
: amzn is not making money not because it can't make money, but because it
: choose not to make money.
: all the money they made so far are reinvested in the business, in more
: efficient distribution network, better website technology, lower price, new
: market entry. Growth is more important than making money at this moment,
: and wall street agrees with that and awards amazon with the market cap it
: deserves.
: ecommerce is a trend that has only began and will change the world's
: landscape in the next 30 years. Amazon is in the strongest position to
: dominate the space.
| d**j
发帖数: 23329 | 33 不仅仅ios，apps store这个amazon就赶不上。apps store提供了一个小市民赚大钱的
平台，比amazon这些market place要更赚钱。
【在 b***y 的大作中提到】
: ios was good enough to make aapl the largest market cap company. despite
: how you see ios, aapl still has the largest market cap as of today.
: if amzn can be just aapl+wmt, that's good enough.
:
: Cisco
: market
| b***y
发帖数: 554 | 34 I didn't say amazon will reach wmt's revenue in 5 year? where did I say
that? but that day will come.
and there is nothing to say that the growth won't accelerate. have you heard
of flywheel? the massive investment in fulfillment facilities is the
physical foundation of the flywheel.
http://www.amazon.co.uk/b?ie=UTF8&node=2610308031
【在 i******r 的大作中提到】
: Your prediction is ridiculous, even AMZN itself can't agree. at the top of
: their growth projection, in 5 years they will do 1/3 to half of WMT.
:
: new
| i******r
发帖数: 1175 | 35 Unfortunately, if AMZN can not reach 2-3 times in 5 years, its bubble is
going to pop. There will be end of all hallucinations. APPL was projected to
own the world as well. There will not be a 2nd chance for AMZN to fulfill
the dream either. It is trying to sell a Ponzi scheme, a lot of investors
are the chasing the last mile of this growth story.
Even WMT is bought by AMZN tomorrow, AMZN share holders are going to loose,
just like AAPL last year, when things ripe, it falls.
Any company can paint a picture that their business model will conquer the
world, This is no different, and funny it is treated as evidence...
BTW, AMZN is unable to make money due to the low margin business, of course
it has been excuses of expansion. Given its expansion excuses, its overall
operation
margin is the lowest of the industry. (Profit margin 0.37%, and operation
margin 1%,
Simply speaking, it is barely *able* to show a penny on a dollar sale. Even
WMT has profit margin of 6%).
To give you perspective, if amzn were to borrow money from bank, it will
never be able to payback other than dilute shareholders -- or maybe you don'
t like: bankruptcy (it did not take Nortel long which is a significant part
whole
Canada stock market).
The next low operation margin business is airline -- and you have seen
almost all of them went bankrupt once.
heard
【在 b***y 的大作中提到】
: I didn't say amazon will reach wmt's revenue in 5 year? where did I say
: that? but that day will come.
: and there is nothing to say that the growth won't accelerate. have you heard
: of flywheel? the massive investment in fulfillment facilities is the
: physical foundation of the flywheel.
: http://www.amazon.co.uk/b?ie=UTF8&node=2610308031
| b***y
发帖数: 554 | 36 I would have agreed with your thinking an year ago. but now I'm a believer.
it is really changing people's habit. and things that changes people's
habit, like aapl, like nflx, like fb, deserves a high valuation.
like you said, no one is predicting amzn to attain the revenue level of wmt
anytime soon, so I don't know what you mean by fulfill the dream. no one is
even dreaming that will happen anytime soon. but there's little double
that day will come.
amzn can reduce the PE ratio to 50 anytime if it wants to, like it did
around 2010.
http://paul.kedrosky.com/archives/2011/11/applegoogleamazon-pe-
to
,
course
【在 i******r 的大作中提到】
: Unfortunately, if AMZN can not reach 2-3 times in 5 years, its bubble is
: going to pop. There will be end of all hallucinations. APPL was projected to
: own the world as well. There will not be a 2nd chance for AMZN to fulfill
: the dream either. It is trying to sell a Ponzi scheme, a lot of investors
: are the chasing the last mile of this growth story.
: Even WMT is bought by AMZN tomorrow, AMZN share holders are going to loose,
: just like AAPL last year, when things ripe, it falls.
: Any company can paint a picture that their business model will conquer the
: world, This is no different, and funny it is treated as evidence...
: BTW, AMZN is unable to make money due to the low margin business, of course
| i******r
发帖数: 1175 | 37 Well, some of the conquering world story fails, starting when it is mature.
Take AMZN, every house hold spending 1-2K is likely a time to think of it is
going to decelerate, just like iPhone. The next, is going to be 10 years of
doldrums.
I see most of my money is unlikely going to AMZN, although I do buy some
percentage of it, but somewhere, the story is too good to be true.
BTW, it was not AMZN increased earning that reduced PE, it was stock sold
off. AMZN with 1% operational margin can't even beat the inflation, which
did not even considering its high P/S ratio. If it were to end up with 1%
operation
margin the company will vanish as it will be eating into share holder's
value.
believer.
wmt
is
【在 b***y 的大作中提到】
: I would have agreed with your thinking an year ago. but now I'm a believer.
: it is really changing people's habit. and things that changes people's
: habit, like aapl, like nflx, like fb, deserves a high valuation.
: like you said, no one is predicting amzn to attain the revenue level of wmt
: anytime soon, so I don't know what you mean by fulfill the dream. no one is
: even dreaming that will happen anytime soon. but there's little double
: that day will come.
: amzn can reduce the PE ratio to 50 anytime if it wants to, like it did
: around 2010.
: http://paul.kedrosky.com/archives/2011/11/applegoogleamazon-pe-
| b***y
发帖数: 554 | 38 a couple facts:
1. I spent $100-200 on amazon.com 10 years ago. I spent close to $5,000
last year, including a TV and a laptop.
if amzn continue to expand in apparel and grocery business, I may spend
close to $10K on amzn/year. and I'm just a single guy.
2. I last sold amzn at around $50. thinking it's over priced.
I'm holding on to amzn this time. no one can tell the short term move, but
over the
next 5 years, the probability of amzn hitting $1,000 is much greater than
the probability of hitting $100.
is
of
【在 i******r 的大作中提到】
: Well, some of the conquering world story fails, starting when it is mature.
: Take AMZN, every house hold spending 1-2K is likely a time to think of it is
: going to decelerate, just like iPhone. The next, is going to be 10 years of
: doldrums.
: I see most of my money is unlikely going to AMZN, although I do buy some
: percentage of it, but somewhere, the story is too good to be true.
: BTW, it was not AMZN increased earning that reduced PE, it was stock sold
: off. AMZN with 1% operational margin can't even beat the inflation, which
: did not even considering its high P/S ratio. If it were to end up with 1%
: operation
| n*******s
发帖数: 17267 | 39 Foo cares, 喜欢捂你就捂贝, 你吃屎 does not help it from falling, LOL
【在 C*****5 的大作中提到】
: “把话撂这“为啥？没跌倒300怎么办？你吃屎吗？
| n*******s
发帖数: 17267 | 40 Tress do not grow into sky.
Look at the chart of SP, AMZN did a 10x within last 6 to 10 years, the
market has gone up 5 years, yes, I don't see market correct 10% in any given
near future, so said the BS analysts, as a matter of fact, that is exactly
when you need to be cautious and protect your gains.
No more nonsenses, let market play it out...
but
【在 b***y 的大作中提到】
: a couple facts:
: 1. I spent $100-200 on amazon.com 10 years ago. I spent close to $5,000
: last year, including a TV and a laptop.
: if amzn continue to expand in apparel and grocery business, I may spend
: close to $10K on amzn/year. and I'm just a single guy.
: 2. I last sold amzn at around $50. thinking it's over priced.
: I'm holding on to amzn this time. no one can tell the short term move, but
: over the
: next 5 years, the probability of amzn hitting $1,000 is much greater than
: the probability of hitting $100.
|
|
