Amazonia for December 24, 2018

December 24, 2018

Amazon operates at scale. For those who don’t want a lump of coal in their holiday stocking, Amazon cheer is in order:

Sharing the Digital Goodies

Amazon, according to the Inquirer, gave a customer access to another Amazon customer’s Alexa voice recordings. Just an error. According to the Inquirer,
It turns out two men has requested their data under Europe’s GDPR, and Amazon had just sent each set of files to the wrong person, ironically causing more GDPR paperwork. Source: The Inquirer

Amazon Means Delivering the Goods

Amazon is the new USPS. According to the New York Times, customers perceive that only Amazon can deliver gifts in time for the holiday. The newspaper adds its own Amazon commercial, stating “Amazon is far and away the leader in e-commerce, outpacing competitors like Wal-Mart, Target and eBay.”

Alleged Dirty Tricks

Bloomberg dissects the procurement dust up for the multi-billion dollar Department of Defense cloud computing contract. IBM and Oracle have signaled that whatever the DoD does will result in a loss for these two long-standing DoD vendors. There’s another dossier zipping around DC, complete with allegations of improper relationships. The Bloomberg story reveals that the dossier reveals that Amazon acquired ABD Advisor to pump out pro-Amazon information.

The Amazon Marketplace Jungle

Amazon’s marketplace has its own culture and its own rules. “Prime and Punishment” reveals what may be a digital jungle. Bogus reviews, dirty tricks, and eBay-inspired questionable products. Push through the underbrush for a look at the primitive life thriving in the Amazon.

Another Amazon Product Service Run Down

Wired explains why Amazon is the king of the digital jungle. The write up reveals that Amazon’s cloud services generate money. The write up states:

AWS offers so many cloud computing products and services that it would be cumbersome to name them all. In 2011, Amazon introduced AWS GovCloud, aimed at government agencies. Four years later, it launched AWS IoT, a platform for connecting and managing the plethora of connected devices known as the Internet of Things. Shortly after, the company won a $600 million contract to build AWS Secret Region, a cloud storage service for the CIA.

Advertising gets a mere three mentions, but our research teams anticipates that ads will be an opportunity for the company to put increased pressure on the fragmented colossus, Google.

AWS: How Big? $600 Billion Big

Business Insider reports that Amazon Web Services could be a $600 billion dollar business by itself. That’s a hefty number. But Excel spreadsheet fever is easy to catch at this time of year. Jeff Bezos himself believes Amazon can fail. So whom does one believe: The financial analyst or the king of the jungle?

Crystal City to Gleam Again?

The once lustrous Crystal City may gleam again. The reason? Amazon. The “Update On Amazon’s HQ2 Impact On Crystal City & Long Island City” states:
According to Trulia via Forbes, as of December 8, there were almost 100 properties for-rent or for-sale that mentioned Amazon’s new headquarters, or National Landing. A total of 44 neighborhoods across the DC metro area contained at least one listing that mentioned Amazon’s new campus (to be built) as a noted selling point.

What? Us Worry? Ask FedEx and UPS

FedEx and UPS may face a tough 2019. Amazon has added more aircraft to its fleet of airplane. According to CNet:

Amazon announced that it was expanding its fleet to 50 aircraft (up from 40). Amazon says this is to support the increasing number of Prime subscribers who expect free two-day delivery…. By adding 10 more aircraft, Amazon is expanding its fleet by 25 percent — a sizable increase.

UPS owns 247 aircraft and FedEx owns over 650. Nothing for these firms to worry about.

Amazon In House Brands

Amazon has more than 100 in house brands. Bloomberg points out:

Amazon has more data on what people shop for than anyone else and can lure people to its own brands with house ads and software-generated product suggestions online and through the Alexa digital assistant and prominent online placements like in the Solo and Dawn examples. And those brands may feel compelled to pay Amazon for ads to ensure their products remain front-and-center when shoppers go looking for them. Amazon loves to say it only thinks about what’s best for shoppers, but is it good for shoppers to have top product listings dominated by companies that pay Amazon for prominent placement and Amazon’s house brands?

If you own shares of Amazon, the answer is, “Yes.”

Stephen E Arnold, December 24, 2018


One Response to “Amazonia for December 24, 2018”

  1. on January 16th, 2019 7:24 pm

    Ihr Weg bedeutet von Erklärung alles Absatz ist wirklich
    angenehm, jeder kann leicht verstehen es , Dannk viel.

  • Archives

  • Recent Posts

  • Meta