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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.
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More like lighting yourself on fire in public ;-)
If it does happen, your call will be one of the greatest wild-eyed random crazy predictions of all time!
Luck or skill? Who can tell?