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Pastimes : CNBC -- critique.

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To: capitalistbeatnik who started this subject1/27/2002 5:17:14 PM
From: Lizzie Tudor  Read Replies (1) of 17683
 
To CNBC- Too much Holly Becker analysis on the nets, can she be counterbalanced with someone a little more bullish?

Recently Holly was asked to comment on the Amazon profit, which by all accounts including Cramer's was outstanding, and she replied on cnbc "Amazon... still too expensive for a retailer" and compared other retailers.

Really, comparing amazon to just-any-retailer is the most bearish scenario, it doesn't even allow for economies of scale with a centralized web storefront; and it doesn't factor in any of the partnerships ie Target, Toys R Us etc. Come on!

Holly Becker is to the bears what Blodgett was to the bulls. OK maybe not quite that bad. But Blodgett made some good calls once too as did Becker. Please, try to balance these extremes, if you have to interview Becker, add in a counterbalance "bullish case". Thanks.
Lizzie
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