Comments on: Bezos to Wall Street: I told you so. http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 17:14:15 +0000 http://wordpress.com/ hourly 1 By: Triple Net Lease http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-925187 Triple Net Lease Fri, 06 Feb 2009 21:34:24 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-925187 <p>I'm a strong supporter of amazon. They've done great things and I really like their website and ideas. In this economy those double digit projections are astonishing.</p> I’m a strong supporter of amazon. They’ve done great things and I really like their website and ideas. In this economy those double digit projections are astonishing.

]]> By: A77 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-386556 A77 Thu, 26 Jul 2007 17:44:31 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-386556 <p>[...] GigaOm Technorati Tags: Amazon, Amazon Prime, GigaOm, News No [...]</p> [...] GigaOm Technorati Tags: Amazon, Amazon Prime, GigaOm, News No [...]

]]> By: David Mackey http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-384156 David Mackey Thu, 26 Jul 2007 02:22:52 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-384156 <p>Amazon is a company I have a love/hate relationship with. I boycotted them for a while over the whole one-click patent, I don't use them much for purchases (prefer half or ebay), but I do think they are making some awesome services such as EC2 and S3.</p> Amazon is a company I have a love/hate relationship with. I boycotted them for a while over the whole one-click patent, I don’t use them much for purchases (prefer half or ebay), but I do think they are making some awesome services such as EC2 and S3.

]]> By: Top Posts « WordPress.com http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383746 Top Posts « WordPress.com Wed, 25 Jul 2007 23:58:43 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383746 <p>[...] Bezos to Wall Street: I told you so. Amazon seems to be once again proving the naysayers wrong. Back in the dot-com boom, CEO Jeff Bezos piled on debt to […] [...]</p> [...] Bezos to Wall Street: I told you so. Amazon seems to be once again proving the naysayers wrong. Back in the dot-com boom, CEO Jeff Bezos piled on debt to […] [...]

]]> By: Henrik Torstensson http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383465 Henrik Torstensson Wed, 25 Jul 2007 22:00:19 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383465 <p>If my mind doesn't play tricks on me Amazon has had triple-digit return on invested capital as a long-term goal for a very long time (maybe since founding, but at least since circa 2002).</p> If my mind doesn’t play tricks on me Amazon has had triple-digit return on invested capital as a long-term goal for a very long time (maybe since founding, but at least since circa 2002).

]]> By: Kevin Kelleher http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383240 Kevin Kelleher Wed, 25 Jul 2007 20:42:38 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383240 <p>Jay, I'm not sure I agree entirely on ROIC. Look at the fifth slide from Amazon's call yesterday (on its IR site, the link is above). ROIC has risen steadily to 39% from 23% a year ago. Then the slide notes: "Long-term expectation - triple-digit ROIC." Amazon is usually shy about these kinds of projections, so it seems significant that it's forecasting this.</p> Jay, I’m not sure I agree entirely on ROIC. Look at the fifth slide from Amazon’s call yesterday (on its IR site, the link is above). ROIC has risen steadily to 39% from 23% a year ago. Then the slide notes: “Long-term expectation – triple-digit ROIC.” Amazon is usually shy about these kinds of projections, so it seems significant that it’s forecasting this.

]]> By: Kevin Kelleher http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383226 Kevin Kelleher Wed, 25 Jul 2007 20:38:10 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-383226 <p>eddie, I wish I could tell you how much revenue Amazon is making off its Web services. It doesn't break it out, and I think it should. But consider that it doesn't cost much for Amazon to lease out its massive server power or share some of its coding. The margins from this business are quite high, lifting overall margins.</p> eddie, I wish I could tell you how much revenue Amazon is making off its Web services. It doesn’t break it out, and I think it should. But consider that it doesn’t cost much for Amazon to lease out its massive server power or share some of its coding. The margins from this business are quite high, lifting overall margins.

]]> By: Eric http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382915 Eric Wed, 25 Jul 2007 18:45:25 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382915 <p>So Amazon is back to where it was in 2000? So that makes the total return over 7 years to be...um....Zero percent. Well let's break the champagne out then.</p> So Amazon is back to where it was in 2000? So that makes the total return over 7 years to be…um….Zero percent. Well let’s break the champagne out then.

]]> By: Jay (living in First Life) http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382549 Jay (living in First Life) Wed, 25 Jul 2007 16:17:19 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382549 <p>Amazon is doing well and Bezos has proved a lot of people wrong. That being said, you need to look at total Return on Invested Capital which is still pretty crappy at this point. Think about how many billions of dollars of assets have been deployed to create that profit and free cash flow?</p> <p>That being said, I'm not complaining. Amazon is great for customers!</p> Amazon is doing well and Bezos has proved a lot of people wrong. That being said, you need to look at total Return on Invested Capital which is still pretty crappy at this point. Think about how many billions of dollars of assets have been deployed to create that profit and free cash flow?

That being said, I’m not complaining. Amazon is great for customers!

]]> By: eddie http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382055 eddie Wed, 25 Jul 2007 13:12:37 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382055 <blockquote> <p>but dozens of startups are using its Web services as a utility-like lifeline for their incubation.</p> </blockquote> <p>Oh? And how much money is Amazon making from these dozens of startups for its web services? And if there is such a big market for these types of web services, how come Google is not competing head to head?</p>

but dozens of startups are using its Web services as a utility-like lifeline for their incubation.

Oh? And how much money is Amazon making from these dozens of startups for its web services? And if there is such a big market for these types of web services, how come Google is not competing head to head?

]]> By: jccodez http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382053 jccodez Wed, 25 Jul 2007 13:11:30 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382053 <p>Bezos was not looking for quick dotcom cash when he started...he was looking at dynamics most startups don't even consider in web 2.0, a business model, customer service, ...his focus and determination will make him one for the history books. In addition, the amazon web services are just icing on the cake! so, i guess that makes me an amazon fan boy.</p> Bezos was not looking for quick dotcom cash when he started…he was looking at dynamics most startups don’t even consider in web 2.0, a business model, customer service, …his focus and determination will make him one for the history books. In addition, the amazon web services are just icing on the cake! so, i guess that makes me an amazon fan boy.

]]> By: Cloud Chasing » User Experience is the new Marketing http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382048 Cloud Chasing » User Experience is the new Marketing Wed, 25 Jul 2007 13:10:02 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-382048 <p>[...] over at GigaOM has an excellent post title Bezos to Wall Street: I Told You So describing Amazon’s Jeff Bezo’s triumph over critiques regarding his focus on customer [...]</p> [...] over at GigaOM has an excellent post title Bezos to Wall Street: I Told You So describing Amazon’s Jeff Bezo’s triumph over critiques regarding his focus on customer [...]

]]> By: Raymond Padilla http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-381421 Raymond Padilla Wed, 25 Jul 2007 08:15:12 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-381421 <p>I've been a pretty consisten Amazon customer for nearly ten years. I'm in the middle of my second year of Amazon Prime. While my purchases have only increased slightly, the rest of the household (one decent Amazon customer + one guy that's only ordered from Amazon twice before we had Prime) has gone absolutely apestuff with the service. Our place gets at least four Amazon deliveries a week.</p> I’ve been a pretty consisten Amazon customer for nearly ten years. I’m in the middle of my second year of Amazon Prime. While my purchases have only increased slightly, the rest of the household (one decent Amazon customer + one guy that’s only ordered from Amazon twice before we had Prime) has gone absolutely apestuff with the service. Our place gets at least four Amazon deliveries a week.

]]> By: Kevin Kelleher http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380923 Kevin Kelleher Wed, 25 Jul 2007 04:07:22 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380923 <p>Thanks for that catch.</p> Thanks for that catch.

]]> By: Libran Lover http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380903 Libran Lover Wed, 25 Jul 2007 03:57:25 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380903 <p>As a buyer, I LOVE Amazon. Even more than I ever loved Ebay. I hope Amazon never goes out of business.</p> <ul> <li>One very satisfied Amazon customer</li> </ul> As a buyer, I LOVE Amazon. Even more than I ever loved Ebay. I hope Amazon never goes out of business.

  • One very satisfied Amazon customer
]]> By: anon http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380836 anon Wed, 25 Jul 2007 03:32:02 +0000 http://gigaom.com/2007/07/24/bezos-to-wall-street-i-told-you-so/#comment-380836 <p>"...hasn’t stayed in the black since"</p> <p>probably should read</p> <p>"...has stayed in the black since"</p> “…hasn’t stayed in the black since”

probably should read

“…has stayed in the black since”

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