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To: HerbVic who wrote (169040)	4/29/2014 1:34:00 PM
From: Doren	1 Recommendation Recommended By HerbVic Read Replies (1) \| Respond to of 213176

OT > Amazon search, IMO, is deliberately sucky. Yup. With me they lose sales. If you can't find the damn thing you can't buy it. Luckily they keep a record of what you bought so if you need more you can find them that way. But its becoming more and more of a scam as retailers realize that, sell cheap for awhile then raise their prices and hope you won't notice. Talk about pissing off your customers. Deliberate REALLY sucks. What a business plan. Bezos is an ass. > Eventually investors will realize that and the stock will get slammed. Herb, Amazon has eaten a 25% drop in 3 months. Their P/E has compressed to only: 469 : v ) Timing, timing... Message 29512090

To: HerbVic who wrote (169040)	4/30/2014 4:47:14 AM
From: JP Sullivan	2 Recommendations Recommended By HerbVic SirWalterRalegh Read Replies (1) \| Respond to of 213176

OT From an investment perspective, Amazon is way over rated in my opinion. It will never grow into it's valuation I'll be generous and give AMZN a trailing P/E of 100, which should price it at about $64. Even with the recent market correction, the price is waaay out of whack! What are people thinking?? That there is no competition to Amazon, or existing competitors will just lie down and die? Amazon is spending capex like crazy -- warehouses, delivery services, gadgets (Kindle, and next, a smart phone), etc. -- not because it wants to, but because it has to, just to remain competitive. Nobody can say when that spending is going to taper off if ever. I doubt even Jeff Bezos knows. To the extent there are retailers starting up and folding every day around the world, it's unknowable, IMHO. And then there are local and national politics -- you can only get so big and take so much business away from someone's constituents before the walls start going up.