Martin Pyykkonen
Martin Pyykkonen
solid wrong
This seems, on balance, a solid report, with nothing wrong in the quarter,
argue built business early history models
It's not that things are perfect, and you could argue that things are still early in the history of the Internet, ... but the business models that are built on it are more real and concrete.
free ingrained items larger notion shipping talking
The notion of free shipping has become ingrained in people's minds, especially if you're talking about larger items or higher-price items.
high waits
It's very high margin. And Yahoo! just sits and waits for the checks.
basic internet stock
The basic question: is this an Internet stock or a retailer?
guiding looks numbers quarter street
It looks like an in-line quarter with no real upside. The fourth-quarter numbers they are guiding up a little bit, but the Street was already up there.
looks quarter
It looks like an in-line quarter with no real upside,
quarter
The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
bit definitely earnings imagined looking wildest
There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.
among heading investors positive product rumors secondary sentiment
The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.
amazon argue ask business internet investors low margins question
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
revenue thinking
It confirms what I've been thinking about revenue deceleration.
aggressive margins overall pricing stuck
Amazon's aggressive pricing will keep overall margins stuck in the mud.
chasing investor money
There's a lot of investor money chasing the obvious, well-known names.