After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.
More Quotes from Henry Blodget:
We have received a number of calls on whether a combination of Yahoo and Disney would make sense. We believe an investment would be much more likely. Given that AOL-Time Warner is likely to be a real entity within a few weeks, creating a very strong globaHenry Blodget
We continue to believe Yahoo will make a good long-term investment. As a result of the challenging advertising environment, however, we believe the stock could see significant downside in the next three to six months.
Henry Blodget
However, if the company is successful, we believe the cash burn can start to decline significantly in one to two quarters and can last CMGI through break-even.
Henry Blodget
I could see Amazon and eBay merging. Amazon operates in a huge market, but it's got lower margin revenue. eBay has higher margin revenues, but the secondhand and small-business markets will always be limited relative to the size of the retail market. Combine the two, though, and that could be a very powerful entity.
Henry Blodget
While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.
Henry Blodget
The majority of AOL's profits are derived from its pure advertising and commerce revenue, so strong sequential growth in this line is critical to the long-term growth story.
Henry Blodget
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