t**********g
发帖数: 3388 | 1 【 以下文字转载自 Military 讨论区 】
发信人: pacific (hh), 信区: Military
标 题: 像amazon这种公司是越做越好啊
发信站: BBS 未名空间站 (Fri Jan 6 22:43:53 2012, 美东)
生意越好，价格、投递速度、退货服务等等也越好，然后生意更好，呈现正循环啊
以后卖的东西包罗万象，会成为online的walmart啊，话撂这里了
现在基本上能在amazon上买的就在那里买
国内有没有做得如此好的？阿里巴巴？当当？ | B*Q
发帖数: 25729 | 2 Amazon's future is not in retail. It has to do well in Web/Cloud Services.
AMZN P/E = 96
WMT P/E = 12
If Amazon is just an online Walmart, it's stock price should be about $20,
not $180. | N********n
发帖数: 8363 | 3
Correct. 96 P/E is unhealthy. Amazon stock price is ahead of itself.
【在 B*Q 的大作中提到】
: Amazon's future is not in retail. It has to do well in Web/Cloud Services.
: AMZN P/E = 96
: WMT P/E = 12
: If Amazon is just an online Walmart, it's stock price should be about $20,
: not $180.
| a***w
发帖数: 168 | 4 AMZN P/E dropped because last quarter the margin declined by ~70% for
expense on Fire. As I recalled, before that it is around 20-30.
【在 B*Q 的大作中提到】
: Amazon's future is not in retail. It has to do well in Web/Cloud Services.
: AMZN P/E = 96
: WMT P/E = 12
: If Amazon is just an online Walmart, it's stock price should be about $20,
: not $180.
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