Summarizes my thoughts as well. I think, markets patience may run out sooner than later. My concern is Google, MSFT, IBM arent sitting quiet as the article says For the last two quarters, other growth abruptly leveled off. Amazon was the pioneer in cloud computing, but it faces increased competition from Google and Microsoft, both of which have deeper pockets. Microsoft said its commercial cloud revenue has doubled year-over-year for the last four quarters. Interesting to see how we value AMZN. No doubt consumers, including me, love Amazon. But then rubber has to meet the road - which is turning market share into profits. Recently, they increased their borrowing from bank for working capital. In any case, a classic business case. Keep going for market share as long as you can and then turn to profitability, or markets will force AMZN to show the money? Interesting case.
Posted on: Thu, 23 Oct 2014 15:11:27 +0000
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