Re:Sales Are Colossal, Shares Are Soaring. All Amazon Is Mis...
by tptacek on Tuesday October 22, 2013 @10:56AM
(#6592292)
With negative EPS and stratospheric market share, doesn't it stand to reason that everyone involved in AMZN believes it to be in a growth phase?
Re:Sales Are Colossal, Shares Are Soaring. All Amazon Is Mis...
by snowwrestler on Tuesday October 22, 2013 @05:32PM
(#6595149)
Of course; the question is whether they have a secret plan to crank up prices and profits once they hit some particular level of market saturation.
I don't think so. I think Amazon expects to run at essentially break-even forever, or at least until Bezos leaves.
Re:Sales Are Colossal, Shares Are Soaring. All Amazon Is Mis...
by roc on Tuesday October 22, 2013 @11:37AM
(#6592586)
There's no pivot required.
Once they're "big enough" they simply won't need to spend as much as they're currently spending on infrastructure and growth, and the profit (re)materializes without any business change at all.
I see this sentiment all the time--that Amazon is simply still in its growth phase, and once it's "big enough" it will pivot and reap huge profits. I don't see any reason to believe that is true. I can't remember Bezos every saying anything like that, for instance.