AMZN may go back around 78

来源: Amateurs 2007-07-24 14:28:06 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (1145 bytes)
Its earning is not that impressive as mentioned by the analysis, they focus on
1) Operating Margins: Co will need to produce another number close to the 4.8% from last quarter in order to keep investors excited about their profit potential;
2) Revenue Growth: Current revenue guidance of $2.70-2.85 bln equates to rev growth of 26-35% y/y. We believe co will need to report over 30% in order for investors to get excited;
3) Third Party Business: Expected to be a driving force in this quarters report will be interesting to see how co has been able to grow this business;
4) International Business: Co grew International sales by 27% y/y compared to 32% for the whole business. Most companies have been growing their International business quicker so AMZN certainly appears to be an exception to the rule at this point;
5) Harry Potter: The latest edition of the Harry Potter series is expected to have a large impact on a number of businesses in Q3 and AMZN is certainly in the mix. Co may show that Q2 pre-sales helped results but we believe the greater impact on the latest novel will be in the Q3 guidance...

YMYD

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the prerequisit for that is shorts covered -MarketRanger- 给 MarketRanger 发送悄悄话 (48 bytes) () 07/24/2007 postreply 14:29:08

do remember, PALM was $1600 -MarketRanger- 给 MarketRanger 发送悄悄话 (258 bytes) () 07/24/2007 postreply 14:35:29

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