Great breakdown, but I'm curious about your take on AWS losing market share momentum. 17% growth vs Azure's 39% feels significant, especially when you consider Amazon's scale advantage should be kicking in, not fading. Are you concerned this is more than just 'capacity constraints'?
GREAT PRESANTION U SHOULD EMAIL THIS TO JIM CRAMER
MADMONEY@CNBC.COM IST I WOULD PUT MORE STRESS ON AMAZON ADVERTISING GROWTH ITS NOW 50% AS LARGE AS AWS AND GROWING FASTER WITH FAT MARGINS THE STREET IS MISSING THE IMPORTANCE ....2ND AMAZON P/E IS LOWER THAN WAL-MART WHICH MAKES NO SENSE BASED ON AMAZON STORES GROWTH AND MARGIN GROWTH VS WMT
Great breakdown, but I'm curious about your take on AWS losing market share momentum. 17% growth vs Azure's 39% feels significant, especially when you consider Amazon's scale advantage should be kicking in, not fading. Are you concerned this is more than just 'capacity constraints'?
Nothing new for Amazon though, they’ve always been willing to take risks since the start. Nice post.
GREAT PRESANTION U SHOULD EMAIL THIS TO JIM CRAMER
MADMONEY@CNBC.COM IST I WOULD PUT MORE STRESS ON AMAZON ADVERTISING GROWTH ITS NOW 50% AS LARGE AS AWS AND GROWING FASTER WITH FAT MARGINS THE STREET IS MISSING THE IMPORTANCE ....2ND AMAZON P/E IS LOWER THAN WAL-MART WHICH MAKES NO SENSE BASED ON AMAZON STORES GROWTH AND MARGIN GROWTH VS WMT