Wednesday, May 8, 2013

AMZN: ChannelAdvisor Is Again Predicting Further Deceleration For Amazon.com

ChannelAdvisor Is Again Predicting Further Deceleration For Amazon.com
by Paulo Santos

ChannelAdvisor has just reported April 2013 "same store sales" for Amazon.com (AMZN). These came in at +30.6% year-on-year, as we can see below: read more »

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More on AMZN

Arne Alsin's #1 Pick: Amazon.com by Arne Alsin

Amazon Has A Moat Without A Castle by Paulo Santos

Amazon: Good Business, Bad Stock - Stay Away For Now by Long Term Value

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Tuesday, May 7, 2013

YHOO,MSFT: Yahoo (YHOO) wants to end its 10-year search...

9:34 PM Yahoo (YHOO) wants to end its 10-year search deal with Microsoft (MSFT), but Redmond has no interest in playing ball, the WSJ reports. Google (GOOG), meanwhile, is reportedly interested in taking Microsoft's place, even though DOJ pressure led to the scuttling of an '08 agreement (regulators would almost certainly provide close scrutiny again). Though Microsoft just extended the revenue search guarantee it provides Yahoo (Stifel thinks it's worth $12M-$15M/quarter), Yahoo's revenue/search remains lower than it was before the Microsoft deal. Also, the extension is only good for the U.S. (where Yahoo's share is relatively strong). Read comments

YHOO price at time of publication: $26.10. Check YHOO price now »

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