Discuss Amzn, welcome discussions

来源: funbuddy 2014-07-26 09:49:16 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (1874 bytes)
Let us compare Amzn, nflx,eBay, IBM,googl,aapl

Nflx hosted on amzn, but nflx does not have the infrastructure, no future to grow
Amzn has part of eBay selling model, you could choose multiple sellers
IBM still the leader on computer hardware, but not Internet 
Googl lost public cloud to amzn,target still is b to b, amzn lead on whole internet cloud software management, way ahead of any internet company
Appl  is not internet company yet, selling iPhone and MacBook to consumer and companies, what future products will keep aapl going in enterprises?



And compare their growth on yahoo, you'll see, and also compare next 3, 5 year growth rate..

BTW,  Amzn can write off a lot of hardware cost on their infrasture expansion, and did anyone know how  servers they have? 

所有跟帖: 

AMZN growth is based on its charity business model -playForever- 给 playForever 发送悄悄话 playForever 的博客首页 (159 bytes) () 07/26/2014 postreply 13:21:40

Wmt is a low margin company, they still make money -funbuddy- 给 funbuddy 发送悄悄话 funbuddy 的博客首页 (0 bytes) () 07/26/2014 postreply 23:19:05

WMT market cap is only half of its sales. Amzn is four times -850580- 给 850580 发送悄悄话 (25 bytes) () 07/27/2014 postreply 09:30:49

Amazon就还未打算挣钱的。直到它无利的把其它都挤死才会挣钱的。恶性竞争。 -newbie2014- 给 newbie2014 发送悄悄话 (0 bytes) () 07/26/2014 postreply 15:27:22

那就直到它开始赚大钱才买也不迟,说不定这完全是个空中楼阁 -playForever- 给 playForever 发送悄悄话 playForever 的博客首页 (0 bytes) () 07/26/2014 postreply 17:40:30

到三百买入,半年会新高 -那个啥- 给 那个啥 发送悄悄话 (0 bytes) () 07/27/2014 postreply 21:33:12

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