« Bikini 2.0 | Main | Steve Case's Mea Culpa Moment »

Latest Stories

• Bubbles are Good For You Because ... They Are
• Quote of the Day: Commodities Markets
• San Diego Homes Bottoming?
• The Myth of the Angel Investor
• Pete Peterson on Subprime, Bailouts, etc.

July 25, 2006

Wal-mart and Amazon, Part III

I keep nattering that Wal-mart will buy Amazon.com by the end of this year, and after tonight's results -- Q2 earnings down 58% -- I'm sticking to that admittedly non-consensus view. Like a less profitable Google, capex at Amazon continues to outpace revenue growth, which helped ker-whack earnings this quarter.

The bottom line: Standalone technology companies this size that don't scale are a luxury that can't stay freestanding for long.

Sphere It   |   Digg it   |   Bookmark it   |   Stumble it

Comments