AMZN got downgraded by JPM - 未名空间MITBBS历史存档

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AMZN got downgraded by JPM

AMZN got downgraded by JPM# Stock

p*r2013-03-14 07:03

1 楼

Its retail business will have no growth because sales tax advantage is gone.
Many physical stores, such as BestBuy/Target/Walmart/Costco are no longer
have price disadvantage. On the other hand, a lot of smaller online
retailers still have the sales tax advantage, such as newegg, b&h, jr,
buydig, and adorama.
Its media contents business is also facing tough competition. Apple/Google
can make money from hardware devices, and sell books/videos/songs at lower
price. Amazon has to sell its devices at lower price(at cost or below the
cost), and media contents price also has to match those from Apple and
Google.
Only growth area is the cloud computing, but more competition is coming. IBM
just announced it will use the open source infrastructure/API for its cloud
computing. Amazon uses its own proprietary standard, which eventually will
be ended like Apple iOS vs Android game.
Now it's time to short AMZN. Short it whenever it goes above $270

r*e2013-03-14 07:03

2 楼

说的有道理
不过已经270以下啦

p*r2013-03-14 07:03

3 楼

Option max-pain this week is $270. We may see $270 tomorrow.

J*92013-03-14 07:03

4 楼

short AMZN if you wanna die hard

s*t2013-03-14 07:03

5 楼

custom service is the key, newegg custom service sucks, I promised never buy
things from them again.

gone.

【在 p*********r 的大作中提到】

: Its retail business will have no growth because sales tax advantage is gone.
: Many physical stores, such as BestBuy/Target/Walmart/Costco are no longer
: have price disadvantage. On the other hand, a lot of smaller online
: retailers still have the sales tax advantage, such as newegg, b&h, jr,
: buydig, and adorama.
: Its media contents business is also facing tough competition. Apple/Google
: can make money from hardware devices, and sell books/videos/songs at lower
: price. Amazon has to sell its devices at lower price(at cost or below the
: cost), and media contents price also has to match those from Apple and
: Google.

p*r2013-03-14 07:03

6 楼

buy
newegg review rating is actually on the top. Custom service is just one of
the aspects, definitely is not the key.
The key is the price. For most of consumers, they only have loyalty to the
price. Would you buy a Levis Jean from Macy's for $5-10 more instead of
Sears ?

【在 s*******t 的大作中提到】

: custom service is the key, newegg custom service sucks, I promised never buy
: things from them again.
:
: gone.

p*o2013-03-14 07:03

7 楼

降级原因本版都说过，不过大家都愿意相信亚麻是花姐宠儿罢了

p*r2013-03-14 07:03

8 楼

Apple was wall street darling. CSCO was wall street darling before year 2000
. Someday the daring will just turn to normal companies because some funds
will
unload them once the growth cannot meet their selection criteria.

【在 p********o 的大作中提到】

: 降级原因本版都说过，不过大家都愿意相信亚麻是花姐宠儿罢了