p*********r
发帖数: 4593 | 1 Not doubt, AMZN will be a big player in online retail, e-book, and cloud
computing business.
However, it needs to figure out a way to make good margin. By nature most of
its business are low margin. Its high stock price can not be justified
without good margin. Business is business. It's not charity. Apple iPhone
cost is only around $200 for all its components. If iPhone sell it at $300
without any contract, Apple can get over 90% market share. However, Apple
definitely will not do this because it can sell it over $500 each. Amazon
will never be able to get Apple's margin, even 30% of that. | p*********r
发帖数: 4593 | 2 Seems like its retail business is in trouble after it starts collecting
sales tax in CA and some other big states.
It's going to $230-$220 before earning. |
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