50 Quotes by Safa Rashtchy

Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.

Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),

Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.

A lot of these companies are rushing back to the Internet. We're certainly not seeing anything like the valuations during the dot-com boom. They're not outrageous, but they tend to be at the high end and could not easily be justified on a stand-alone basis.

They are doing very well. The search market is growing very fast, and they'll probably continue to grow market share.

There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past several quarters, which is to meet guidance and lower margin expectations.

There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.

It was a very strong performance. I would expect them to have a nice upside.

It might be the case that Amazon finally reached the top level of expenses.