a*****k
发帖数: 356 | |
a*****k
发帖数: 356 | |
i**y
发帖数: 1170 | 3 Their margin is really pressured..... current bet is net operating margin
will decrease to 2.8% from 4.3% just 2 quarters ago.... that's very huge due
to their change in marketing strategy.
The free prime (Amazon student and Amazon mom) and hiring process (more cost
in R&D) will eat into short-term margin as well. I seriously doubt it can
beat estimates. However, bull stocks don't miss 2 consecutive ER, that's the
only hope now. |
t*****a
发帖数: 133 | |
i**y
发帖数: 1170 | 5 AMZN has super long-term potential and super fundamentals. Wall street
already see it and price it at 45 forward P/E, that's twice as much as
AAPL.
The problem is how to interpret their ER when the numbers do not look
good, especially in this ER season. Unless it is as perfect as GOOG....
The top line would beat a lot, no doubt about it. The estimates were from
pre-Kindle 3 era. Kindle 3 alone would add 0.4-0.5B to it, not mentioning
the free Prime. The bottom line is worrying people now, again, lower
Kindle margin and free prime. Even if they just keep last Q's margin, it
will be a wild beat....
【在 t*****a 的大作中提到】
: 认识的人刚面试回来，说那儿欣欣向荣。
|
a*****k
发帖数: 356 | 6 Thank you for the nice analysis
【在 i**y 的大作中提到】
: AMZN has super long-term potential and super fundamentals. Wall street
: already see it and price it at 45 forward P/E, that's twice as much as
: AAPL.
: The problem is how to interpret their ER when the numbers do not look
: good, especially in this ER season. Unless it is as perfect as GOOG....
: The top line would beat a lot, no doubt about it. The estimates were from
: pre-Kindle 3 era. Kindle 3 alone would add 0.4-0.5B to it, not mentioning
: the free Prime. The bottom line is worrying people now, again, lower
: Kindle margin and free prime. Even if they just keep last Q's margin, it
: will be a wild beat....
|
L****n
发帖数: 12932 | |
a*****k
发帖数: 356 | 8 明天
Amazon.com, Inc. Earnings Conference Call (live tomorrow at 5:00 pm ET)
【在 L****n 的大作中提到】
: When is the ER?
|
gw
发帖数: 2175 | 9 我被这家伙搞残了，
看来还是搞不清楚如何办呀.
【在 i**y 的大作中提到】
: AMZN has super long-term potential and super fundamentals. Wall street
: already see it and price it at 45 forward P/E, that's twice as much as
: AAPL.
: The problem is how to interpret their ER when the numbers do not look
: good, especially in this ER season. Unless it is as perfect as GOOG....
: The top line would beat a lot, no doubt about it. The estimates were from
: pre-Kindle 3 era. Kindle 3 alone would add 0.4-0.5B to it, not mentioning
: the free Prime. The bottom line is worrying people now, again, lower
: Kindle margin and free prime. Even if they just keep last Q's margin, it
: will be a wild beat....
|
gw
发帖数: 2175 | 10 收得很牛呀，不红不绿
现在盘涨得很狂呀
【在 a*****k 的大作中提到】
: 好歹今天给我绿一下吧
|
|
|
a*****k
发帖数: 356 | |
i**y
发帖数: 1170 | 12 This is due to eBay, now expectations are even higher....
【在 a*****k 的大作中提到】
: 盘后161
: 切
|
L****n
发帖数: 12932 | 13
跑了？
【在 a*****k 的大作中提到】
: 盘后161
: 切
|
a*****k
发帖数: 356 | 14 还没，如果是Ebay因素
明天至少应该有一个pre ER run吧
【在 L****n 的大作中提到】
:
: 跑了？
|
a*****k
发帖数: 356 | 15 EBay earnings jump on PayPal gains
有趣啊有趣 |
