Jim Cramer on Amazon

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All quotes by Jim Cramer on Amazon

Don't rule out the newfound alliances with Amazon or the more aggressive style of those we think are being left behind, including, by the way, Wal-Mart with its fast-growing Jet.com business. It's not over until the fat lady sings. Right now, I'm not hearing anything from her yet, that is, if there's ever going to be a song at all.feedback

The web's been a good way to get more sales, but Manny's boldest move was to expand overseas right into one of the worst contractions of all time, the European recession-slash-depression. PVH's European growth is remarkable both in department stores and stand-alones. The dollar's become a true tailwind. Manny's taking share in the U.S. and that's keeping things humming, but the gross margins overseas are prodigious. Now he's applying the same skills to China, where a day like the Single's Day in November is gigantic for this once largely domestic enterprise.feedback

WSM is a company that did a total, total makeover, embracing customer relations management – think Salesforce.com – time to market, time to delivery, better interface, quicker style turns and, most important, digital advertising, which led to an expanded funnel and much higher-than-expected numbers.feedback

We should get used to them being able to deliver these kinds of numbers. The dollar stores had been inconsistent of late, but Dollar Tree's forecast verbiage was so good that I think they can deliver going forward. Burlington's consistently beaten the Street with its closeout model, yet it's rarely gotten the respect it deserves.feedback

Until recently, these sorts of things felt like the exclusive province of Amazon, which understood customer acquisition through a broad funnel years ago. Why has Williams-Sonoma embraced the new formula? I think it's because they've always been a catalog company and catalog companies understand things like new lists, wider funnel, [and] targeting. But in retrospect, they've been flying blind. Alber understands what has to happen to make her company see again, and the uplift has been as swift and positive.feedback

But ... think about the tie-up between the Google device and Wal-Mart after today's news. What happens if Wal-Mart calls all of its suppliers and says, Hey, you know what? If you want in on this program with Google, it only works if you're using Google's web services, not Amazon's. What then? Do the suppliers want to lose that business? Do they want to cross the Bentonville colossus? How about if they offer you help to get off of Amazon Web Services? Would you refuse?feedback

Wal-Mart's not going to be outdone with its Google partnership. They have too much money riding on this fight and the company keeps assuring me that we ain't seen nothing yet out of theses partnerships. I like this battle royal. Plus, Google may know even more about you than Amazon does. Combine Google and Walmart, and for the first time – maybe the first time in a long time, maybe the first time ever – it feels like Amazon could have a real rival, someone to fear and loathe on the Alexa trail.feedback

If that's the case, then you could see why so many prominent technicians ... have decided that Amazon's chart has a real bearish pattern and that institutions may be figuring out the vulnerability of this monster and its chart and want to take a pause until more institutions understand what could be wrong with the Amazon story.feedback

So, this is an answer. I don't think it is a coherent an answer. If you want to play this, I'd play it with Nvidia.feedback

I don't think Google Voice shopping is going to be as accurate as Amazon voice shopping. They have more work to do on voice. Voice is everything. Google Voice is not as good as I think people think it is.feedback

But the love for the product and the genius of the man behind it, [founder and CEO] Jeff Bezos, drove the stock to where it is today, one of the greatest runs of all time.feedback

That is why the decision Amazon announced on its conference call to beef up spending freaked out so many investors, and that is why the stock dropped 5 percent today.feedback

Jeff Bezos doesn't want to cut off his nose to spite his face, or please Wall Street.feedback

You either have faith in Jeff Bezos or you don't. You either buy into his amazing success or you stick with something less volatile. For me though, this decline is simply one more buying opportunity in the long upward climbing road that Amazon has been traveling.feedback

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Quotes by Jim Cramer on Amazon

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