I believe that will pay off in the long-run, but Wall St doesn't trade in intangibles. Just the way it is.
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@monkbent Amazon share price? -
@eric_perlberg@monkbent good one.$AMZN valuation really baffles me. Seems like a clear indication that the market is very irrational. -
@anandabits@eric_perlberg lots of growth potential -
@monkbent@eric_perlberg always is when you're starting out near zero (profit) :) future scenarios that justify the valuation unimaginable -
@anandabits@eric_perlberg very imaginable. I think you meant improbable? -
@monkbent@eric_perlberg Amazon is a great company in many ways, just not worth anywhere near current valuation. -
@anandabits@eric_perlberg what is the bear case for Amazon? How are they threatened? - 7 more replies
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@monkbent I think Tim's response would be "yes, the cheap phone would be a slightly updated 3GS for $249- why bother?"Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent Don't think Samsung's mobile strategy and "growth" helped their stock price either.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent odd how Amazon is viewed though. Expectation that company will monetize share? But they don’t show hint of that anytime soonThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent I'd love to see thoughts on how that would have impacted earnings. Not clear to me how material it would have been.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@joostvanderree Street wonders, why it should get a 1 year old phone, that’s hardly cheaper than the just updated premium version. -
@florian_grau@monkbent we know it's hardly cheaper. most will think it's half the price though. -
@joostvanderree@monkbent If we are only speaking about US market, yes. Not sure how it will be everywhere else, though. -
@florian_grau@monkbent I think it's established by now Apple is not targeting unsubsidized markets with the 5c -
@joostvanderree@monkbent I’m talking subsidized markets. Here the 5 was 450€ with a common contract. Doubt, that 5c will be much cheaper.
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