SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.50+0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Fowler who wrote (5076)6/6/1998 7:28:00 PM
From: Glenn D. Rudolph  Read Replies (1) of 164684
 
think what the analysts are saying is that Amazon's margins are thin as a result of
massive investments in marketing and promotion, and "now" believes that Amazon's sales
are rising enough that Amazon can boost margins through bigger volume discounts from
publishers.

Mark,

I assume you are making reference to net margins which are negative. Marketing and promotion expenses are not figured into gross margins.

It is my opinion the Amazon's position in marketing is weakening. I believe the analysts are hyping the stock so they may get their clients and firms out at good prices.

There has yet to be an analyst report that states projected revenue, projected gross margins, projected marketing expenses and the other figures necessary to estimate an earnings or loss when it come to Amazon. I find this very curious.

I anticipate revenue growth for Amazon will slow now as a percentage. However, I anticipate marketing expenses to increase to fight off the additional online competition. Interest expense has now become an issue and it is increasing daily. The fundamentals of Amazon are deteriorating in my opinion. The deterioration will continue at a faster pace. For that reason, that is why I do not believe management is giving out details about their recent aquisitions. Gross sales, accretive or not to earnings, etc. The information that all companies publish when they make an aquisition.

Glenn
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News