Amazon.com Continues to Flow

October 25, 2011

If you run a $50 billion company and announce that your sales are up 44% going into the holiday season shouldn’t Wall Street give you a standing ovation? Not if you’re Amazon and your profit margins are, once again, taking a short-term hit for the long-term gain.

What part of this 2009 message from Jeff Bezos did Wall Street fail to understand? (more…)

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Don’t Compare Specs, Compare Content

October 4, 2011

Thinking of the Amazon.com Kindle Fire as an iPad killer doesn’t illuminate the issue of how tablets and e-readers are impacting the future of publishing. Fire is aimed first at Barnes & Noble and its Nooks, and to a much lesser extent, at every other hardware company that thinks it might succeed in the tablet space. (Apple has already closed off the high end. Amazon has now effectively closed out the low-end to mid-range market.) (more…)

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