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Old 07-26-2011, 03:18 PM
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beewang beewang is offline
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Originally Posted by Griffoun View Post
The margin is going trending down even though revenue is going up. At such high PEG I'm not going to long AMZN...
It would appear the PEG of AMZN makes NFLX looks like a bargain..

Much like Google, AAPL and NFLX, has changed the landscape of consumer purchase. Game changers and market leaders deserve a premium over others.
I would not read too much into reduced margins. Different line of business has a different types of margin. If you insist on evaluating growth story and game changers with traditional PE(G) and don't like then... that is okay..Argue with it, debate about it.. but no need to put your money where your mouth is. Its just not worth it...
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