Amazon.com's Daily Dose Of Reality

Google opened its Google Compute Engine cloud service to the public on Wednesday, and now its strategy for competing with Amazon Web Services (AWS) is becoming clearer. 

In the past 12 months, Microsoft has generated $1 billion in revenue from its cloud computing platform, Azure, and other software used to build clouds, Curt Anderson, finance chief for Microsoft’s server and tools unit told Bloomberg

By Paulo Santos:One of the great mysteries of today's market is the way Apple (AAPL) stock trades at such a huge discount to Amazon (AMZN) stock. In terms of price-to-earnings, Apple trades at a forward 2012 P/E of 12, while Amazon trades at a forward 2012 P/E of 193.

By Paulo Santos:If you read just part of the analysts' reports on Amazon (AMZN), you'd never know that its net profit had gone all the way down to a loss. Indeed, you'd probably be mistaken, thinking that its earnings and margins were on the way to the moon instead.

By Paulo Santos:I hesitated for a while, thinking, if I am going to write this, it will sound like "your daily dose of Amazon (AMZN) bad news". But here I am. I couldn't hold it any more after another piece of news fell on my doorstep. So here we go. Google (GOOG) may be preparing 10" Nexus tablet with Samsung

By Gestalt Investor:This weekend, Barron's published a bearish front-page article on Facebook (FB). Not surprisingly, the stock sold off 9% as the weekend-worriers took their profits. I think this headline driven sell-off provides a good entry point for long-term investors. No New "News"

By Paulo Santos:It's kind of twisted, but Microsoft's (MSFT) good earnings might contain a piece of bad news for Amazon.com's (AMZN) upcoming ea

By Paulo Santos:I have already written on how Zynga (ZNGA) and other large consumers of hosting capacity can use Amazon.com's (AMZN) AWS in a way that subjects Amazon to adverse selection.