What I'd love to see and haven't yet is the info on what AMZN is making off their cloud services offering for IAAS and SAAS.
On the consumer side, they Kindle Fire reader and Kindle Fire Phone haven't made much of an impact, despite what they may have spent on it.
They do earn a ton of money, their profit margins are thin, they're strong arming book publishers on pricing and spending a ton of money on not their core business, retail sales.
I'm not down on Amazon, I think their go to market is interesting (if not very good) and they make a lot of right decisions, but I don't buy into the "they're spending money so all is good, don't worry about profit".
