is Amzn vulnerable?

Oracle / Eng
cmiatah

Go to company page Oracle Eng

cmiatah
Jan 2, 2020 14 Comments

https://www.nasdaq.com/articles/amazons-cloud-battle-with-microsoft-weighs-on-amzn-stock-2019-12-13

income only up 6%?

msft, google, ibm, even oracle aren’t dependent on cloud profits to survive

amzn is generating the vast majority of its profit from cloud.

prediction - msft/goog are going to grind amzn margins to the point where they wont be able to compete and maintain a high stock price.

amzn will have to raise prices on the retail side to maintain near profitability and revenues will drop hugely. they wont die, but stock prices will tank.

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