Humble_Umpire_8341
Humble_Umpire_8341 t1_j6jp2lx wrote
Reply to comment by MAC3113 in Amazon($AMZN) Still Trading at 80 P/e & Rest of Big Tech Is 18-20 P/e? by MAC3113
Not even anti trust, just the over dependence on AWS to pay for everything, eventually shareholders will get upset and demand a better performing stock and management might be stuck with little options but to break things up.
Humble_Umpire_8341 t1_j6jclkb wrote
Reply to comment by MAC3113 in Amazon($AMZN) Still Trading at 80 P/e & Rest of Big Tech Is 18-20 P/e? by MAC3113
100% correct. They’re leveraging the money printer that is AWS to invest in and buy other things. Some investments will take years to grow as stated.
IMO, they’re getting to be more similar to GE in the 90s, a position I maintain and others in these threads tend to staunchly disagree with. However, they’re seemingly in all consumer categories now (health, food, consumables, IT, entertainment, etc). Just ensures that the “growth” never ends.
Bezos is on the record as saying Amazon is getting too big and companies that too big tend to fail for one reason or another. At some point a Amazon CEO or then it’s will elect to sell of or divide the company as a means of streamlining the business. Just MO - don’t down vote me to much
Humble_Umpire_8341 t1_j6mukgi wrote
Reply to HolyMoly, Samsung missed earnings HARD, especially on Chips. by Donerci-Beau
Pepsi with its ownership of Frito Lay is the dominant Chip maker in the US, they control around 60% of the US market. Not sure it’s even close.