How Amazon's AWS Can Attract Ugly Economics

By Galileo Russell:Amazon.com (AMZN) has continued to charge ahead in 2013 on the booming potential of its cloud division, Amazon Web Services [AWS]. Bulls have always been quick to point out the massive competitive moat Amazon has been investing in (mostly big data centers) to build a long term advantage in the cloud industry.

By Paulo Santos:In a move that I saw coming, Amazon.com (AMZN) is reportedly getting ready to issue debt.

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.

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. 

By Paulo Santos:In Samuel Beckett's "Waiting for Godot" play, two men wait vainly for someone named Godot to arrive. While waiting, they go through the motions and countless stories. This is not unlike a few tens of analysts and hundreds of fund managers when it comes for Amazon.com's (AMZN) margins. They, too, wait for those to arrive. And in the meantime they go through countless stories as well.

By Paulo Santos:In an effort to return to profitability, Zynga (ZNGA) is shutting down 11 different games. This seems very ill-advised and potentially catastrophic for Zynga. The basic logic of redeploying engineers towards other franchises is sound enough, but the method is wrong.

By Paulo Santos:It's perhaps the greatest debate raging in the market right now.

By Paulo Santos:Amazon.com (AMZN), the amazing Teflon stock that trades at more than three times Facebook's (FB) earnings multiple in spite of having declining earnings and having seen its estimates for the present quarter slashed by 90%, just had a couple more pieces of interesting and relevant news.