Dronamraju Ravi Prakash

I cannot post my stock opinions about yahoo! because i work for yahoo. Suffice to say that a large portion of my networth is in yahoo stock currently and I am comfortable about it.

As for amazon, I treat it like a retailer and look at the margins. I like the company, because it has tremendous lead in the online ecommerce channel. However, this company deserves to be compared to walmart and not google at this time. They have interesting forays with amazon maps, a9 and open search. However, When investing in stock, i would like to see revenue. If you cannot show me immediate revenue growth and multiples (like google) atleast show me marketshare and explain to me why that market is big. I can try to guess some multiples. With A9, so far they have been a good lab. They don't have significant marketshare or revenue.