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To: ChrisGillette who wrote (160976)	3/10/2012 5:02:28 PM
From: Sr K	of 161295

Why would you post a column from after the close on 2/14, which is 3 weeks and 3 days (with a holiday) ago? For some perspective, here is the trading summary for the 4 days starting with the day of that post: Date Open High Low Close Volume Adj Close* Feb 17, 2012 180.09 183.41 179.36 182.50 7,418,100 182.50 Feb 16, 2012 177.79 181.68 175.14 179.93 12,563,800 179.93 Feb 15, 2012 191.29 191.54 183.26 184.47 7,794,400 184.47 Feb 14, 2012 191.08 193.57 186.10 191.30 9,527,100 191.30 AMZN closed Friday at 184.32. It seems the sentiment you want to play again played out already and that included the rumors of a 7.85" iPad. Usually the market has adjusted to or priced in what was known 3 weeks ago. And expectations for AMZN were probably more affected by the introduction of the new iPad on March 7 than by the content of that Bloomberg.com column. AMZN is $3.23 higher since the 3/6 close.

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To: Sr K who wrote (160977)	3/10/2012 8:21:57 PM
From: ChrisGillette	6 Recommendations of 161295

<<Why would you post a column from after the close on 2/14. It seems the sentiment you want to play again played out already. And expectations for AMZN were probably more affected by the introduction of the new iPad on March 7 than by the content of that Bloomberg.com column>> Dude, are you crazy? I barely post here and am not trying to 'play' or influence anything. I posted the article during non-market hours and highlighted that the data was from October 2011. As a Prime subscriber, I was simply curious about the total number of subscribers to the service. I Googled my question, found a relevant article, and then posted it in case anyone else is interested.

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To: ig who wrote (160979)	3/11/2012 10:20:19 AM
From: Sr K	of 161295

In the current Form 10-K, on page 25 Amazon reports We expect our net cost of shipping to continue to increase to the extent our customers accept and use our shipping offers at an increasing rate; to the extent our product mix shifts to the electronics and other general merchandise category; to the extent we reduce shipping rates; to the extent we use more expensive shipping methods; and to the extent we offer additional services. We seek to mitigate costs of shipping over time in part through achieving higher sales volumes, negotiating better terms with our suppliers, and achieving better operating efficiencies. We believe that offering low prices to our customers is fundamental to our future success, and one way we offer lower prices is through shipping offers. - They reported net cost of shipping, 5.1% for the year, compared to 5.4% for its Q4 reported in an 8-K 1/31/2012. There are 2 notes on that page 25, including one about Prime: (1) Excludes amounts earned on shipping activities by third-party sellers where we do not provide the fulfillment service. (2) Includes a portion of amounts earned from Amazon Prime memberships.

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To: TimF who wrote (160981)	3/19/2012 5:02:20 PM
From: Brian Sullivan	2 Recommendations of 161295

4:54 PM Amazon ( AMZN) -1.1% AH after agreeing to buy privately-held Kiva Systems, which makes robotic technology for warehouse shelf and pallet systems, for $775M in cash. Amazon.com to Acquire Kiva Systems, Inc. SEATTLE--(BUSINESS WIRE)-- Amazon.com, Inc. ( AMZN) today announced that it has reached an agreement to acquire Kiva Systems, Inc., a leading innovator of material handling technology. Amazon has long used automation in its fulfillment centers, and Kivas technology is another way to improve productivity by bringing the products directly to employees to pick, pack and stow, said Dave Clark, vice president, global customer fulfillment, Amazon.com. Kiva shares our passion for invention, and we look forward to supporting their continued growth. For the past ten years, the Kiva team has been focused on creating innovative material handling technologies, said Mick Mountz, CEO and founder of Kiva Systems. Im delighted that Amazon is supporting our growth so that we can provide even more valuable solutions in the coming years. Following the acquisition, Kiva Systems headquarters will remain in North Reading, Massachusetts. Under the terms of the agreement, which has been approved by Kivas stockholders, Amazon will acquire all of the outstanding shares of Kiva for approximately $775 million in cash, as adjusted for the assumption of options and other items. Subject to various closing conditions, the acquisition is expected to close in the second quarter of 2012.

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To: Sr K who wrote (160983)	3/19/2012 5:29:34 PM
From: Brian Sullivan	2 Recommendations of 161295

5:15 PM More on Amazon/Kiva: Kiva has been growing at an 80% clip thanks to an innovative robot/software solution that automates "the process of picking, packing and shipping" products. Founder Mick Mountz boasts Kiva's solution, which has an average price of $5M, can handle 2x-4x as many orders/hour as a traditional approach. One unanswered question is the extent to which Amazon will support Kiva customers such as Staples, Gap, Saks, and Walgreen. AMZN now +0.1% AH. ( PR) [ Tech, M&A] 1 Comment I was always interested in possibly investing in Kiva, but it was privately held. There are lots of cool Kiva robotic videos out there of YouTube: Warehouse Robots at Work: youtube.com

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From: LindyBill	3/20/2012 8:48:42 AM
	of 161295

Interesting Acquisition from Chicago Boyz by David Foster Tweet This Post Amazon is acquiring Kiva Systems for $775 million in cash. Kiva makes robotic systems for picking, packing, and shipping products in fulfillment centers for distribution operations. It seems clear that Kiva is intended to play a dual role at Amazon: supporting Amazon’s own distribution centers, and generating expanded revenues through the sale of Kiva systems to other companies. There is a parallel with what Amazon has been doing in cloud services: Amazon developed an extensive set of capabilities for data center operations, which it needed to support its massive e-commerce business, and several years ago began selling these capabilities to other companies as well as using them internally. Amazon Elastic Compute Cloud has now become a leading provider, perhaps the dominant provider, in the cloud services marketplace. Use of a technology investment both to support internal operations of a company and as the base for an externally-saleable product or service has a strong appeal; however, it can be fraught with problems. Priority decisions in product development are likely to become highly politicized due to the conflicts between internal needs and the demands of the external marketplace, and potential external customers can be scared off by fear of being put in the position of competing with their supplier. Amazon’s success with Cloud, however, builds confidence in their ability to navigate these tricky waters successfully. Interestingly, Kiva is backed by Bain Capital Ventures.

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From: ig	3/20/2012 12:34:14 PM
	1 Recommendation of 161295

AMZN's pushing up thru 188 now. Why are Wal-Mart Customers Fleeing to Amazon? By Aabha Rathee March 20 2012 The bargain-hunting customers of Wal-Mart ( NYSE:WMT) have discovered Amazon ( NASDAQ:AMZN), leaving the retail store chain worried. According to a research by Kantar Retail, half of Wal-Mart’s customers now shop at Amazon, compared to just about a quarter five years ago. With its traditional shoppers getting increasingly tech-savvy and the ones who had been flocking to Wal-Mart during the recession going back to Amazon, the store think-tank is having to rewrite its web strategy. “Amazon has moved from being this unusual niche competitor for Wal-Mart to a force that can reinvent the industry,” Kantar analyst Bryan Gildenberg told Bloomberg. “Young people are tech savvy and they’re unemployed, too. The affluent shopper is trading back out of Wal-Mart and Amazon is a bigger part of their life than before.” A separate market research by ClickIQ found that more and more customers who used a smartphone to research a product at a retail store website ended up purchasing the item from an online-only retailer. Wal-Mart was losing 24 percent of the respondents to Amazon.com, with only 10 percent making the purchase at walmart.com. Around 26 percent were going to a physical Walmart store to make the purchase. Best Buy ( NYSE:BBY) retained most sales, with 35 percent of those who researched on its website buying at a Best Buy store and another 14 percent purchasing at bestbuy.com. Amazon got 21 percent of the customers. Of those who did their research at Target ( NYSE:TGT), 29 percent purchased the item at a Target store, 8 percent bought it at target.com and 21 percent bought it from Amazon. “Amazon is always in our sights,” Jeremy King, the chief technology officer of @WalmartLabs, told Bloomberg. “In the U.S., Amazon is a very big competitor. My biggest issue is playing a catch-up game.” In its last fiscal year, Amazon posted 41 percent revenue growth compared with 8 percent at Wal-Mart.

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