Amazon

What I am seeing is a second great wave of consolidation in the industry. And by that I mean that every large company is getting into the traditional space of every other large company. Let's go down a sample list of some of the changes…

I have been meaning to write a blurb about Amazon ever since I saw a great article on the benefits of Amazon's low-price strategy a month or so ago. But a recent article in the Wall Street Journal about huge price cuts on Amazon's…

I have been predicting that Amazon would launch a smartphone in 2013 for some time. And now we have more evidence that this is going to happen. See my September post "Is the Amazon Phone a Boon or Threat for Google and Android?" for when I…

Apple's latest tablet, the much-anticipated iPad mini, is out and reactions are all over the web. The big news from the Apple presser is threefold: the iPad mini will retail starting at $329, the MacBook Pro line gets a retina display…

There are a lot of different threads in today's links to choose from for the overarching theme. So I will just choose one and run with it. Let's look at the Amazon selling at cost issue from Apple's perspective. What Amazon CEO Jeff Bezos…

Amazon's announcement yesterday was a very big deal. Here's my daily today. It's on Amazon.  I am doing this in two parts with tech articles in this one because I meant to post this part yesterday but I wasn't able to post after 2PM. The…

The Kindle Fire was a master stroke by Amazon to entrench it's content and shopping platform in consumer households, especially because Apple's premium pricing left the door open for Amazon to fill a void at a lower price point as the…

The FT has a great story on Amazon out today that is a must-read. It chronicles how deeply Amazon has become embedded in the architecture of the retail world in today's digital age. In the other bit of tech news that I thought noteworthy,…

This weekly newsletter is a gold-level post and follows up on my prediction early last month about 2012 being a period of margin compression in US companies, threatening the rally in stocks and mandating a rotation in investment style or…

The Wall Street Journal's Stu Woo reports on how Amazon ramps up for the Christmas selling season in a much-read write-up for the paper with a focus on the thoughts of holiday season workers like 75-year old Ray Williams and his wife…