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Amazon Will Buy Target This Year, Gene Munster Predicts

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Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#101
post #67

If Amazon is going to make a high dollar retail acquisition, I think Costco makes a lot more sense than Target. True warehouse stores that could be used for distribution, high income customers who don't mind paying a subscription fee and it is already headquartered in the Seattle area.

And considering Costco's international presence and their emphasis on employee treatment, I doubt they'd even consider selling to Amazon.

That's not how it works with public companies. Management can refuse an offer, but the shareholders are the ones who really get to decide and Costco is majority owned by institutional investors. If the numbers look good there is nothing management can do.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#103

Earlier quoted context omitted.

I thought the Apple acquires Netflix rumor was old. They were also looking at acquiring Disney and some others as well, according to the rumor.

The "Apple buys Disney" seemed more like people just dreaming up what they would do with umpteen trillion dollars and making a blog post out of it. Apple buying Netflix makes slightly more sense given that their own streaming video offerings are not exactly taking the world by storm. I have no idea what they would do with Netflix after they bought them though. Apple's STB offerings already have a Netflix app I'm sure…

They could let them keep doing they're thing as they seem to be a company that seems to know how to run themselves, also Netflix could provide a massive amount of 'free' product placement for apple products.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#104
post #70

Earlier quoted context omitted.

How is that different from Whole Foods?

Whole Foods is a high end grocery store and Target is a retail store?

Grocery is a subset of retail; they are both retail stores.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#105

Earlier quoted context omitted.

The "Apple buys Disney" seemed more like people just dreaming up what they would do with umpteen trillion dollars and making a blog post out of it. Apple buying Netflix makes slightly more sense given that their own streaming video offerings are not exactly taking the world by storm. I have no idea what they would do with Netflix after they bought them though. Apple's STB offerings already have a Netflix app I'm sure…

They could let them keep doing they're thing as they seem to be a company that seems to know how to run themselves, also Netflix could provide a massive amount of 'free' product placement for apple products.

Like every Netflix show now has the main characters wearing iWatches and talking on the iPhones?

I'm also not sold on "We bought you out, now keep doing what you were doing before." What's the point of spending all of that money if you're not going to meddle? Netflix's paltry profits can't be all that enticing to Apple.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#106

Earlier quoted context omitted.

They could let them keep doing they're thing as they seem to be a company that seems to know how to run themselves, also Netflix could provide a massive amount of 'free' product placement for apple products.

Like every Netflix show now has the main characters wearing iWatches and talking on the iPhones? I'm also not sold on "We bought you out, now keep doing what you were doing before." What's the point of spending all of that money if you're not going to meddle? Netflix's paltry profits can't be all that enticing to Apple.

Black Mirror Season 4: maybe a spoiler?

In season 4 of Black Mirror, every branded piece of tech was Apple. That's just an example. There was an instance where the Apple logo was featured fully on the screen for a fraction of a second. An entire episode leveraged the creepy factor of Boston Dynamics. This obviously an extreme example but imagine every Netflix show is wall to wall Apple products. In the age of chord cutters this becomes a rather powerful tool to have.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#107
post #70

Earlier quoted context omitted.

Whole Foods is a high end grocery store and Target is a retail store?

Grocery is a subset of retail; they are both retail stores.

Yes but I wouldn't go to Whole Foods if I was looking to buy a radio. Therefore, expanding to Target would offer more variety than Whole Foods would. That was the point of difference that I saw. Sure if I go to target they have groceries but they're a different type of grocery (as I said initially.. Whole Foods is high end) plus, as I stated, you wouldn't go to Whole Foods if you were looking to buy a camera or a radio or an xbox.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#108
post #16

For what purpose? Amazon's goal is to kill off traditional retail, as far as I can tell. Big box stores like Target are failing because their business model can't compete. Amazon already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it. Integrating that business with the rest of Amazon will already take years- why complicate it further? My guess? G…

Amazon goal is to out compete other retail not to kill offline retail. If it will sell through physical stores if it needs to compete.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#109
post #75
post #41

Earlier quoted context omitted.

Am I wrong, or are iCloud and Apple Music both better than terrible cloud services?

I would say you are wrong. I have used both and the experience was always worse compared to that of competitors, despite their advantage of a) deep hardware integration b) deep platform integration (so much, that it feels like effort is required to not use the services). I guess it depends on what your bar is for “better than terrible”, but when I look at the richest company in tech that also happens to own the entir…

Apple Music is my favorite. I like being able to buy things not included in streaming on iTunes or rip music from other sources and have it integrate into the ui. Last time I checked spotify is missing a clean way to integrate music it's streaming service is missing.

iCloud seems to be on par or better than one drive. I'm not sure who else is it's competitor. Dropbox has better syncing with multiple users and g-suite has better online editing and sharing tools. Their core stories is different than iCloud's, which is a online backup of personal documents. Maybe Google Drive has good desktop apps and works for Android users.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#110

Earlier quoted context omitted.

Seems like it. Because Target is an expensive and nonsensical acquisition for Amazon. Also, even if it were a real possibility - I really hope not. We don't need more monopolies.

I stopped shopping at Wal-Mart back around 2009 and stopped buying from Amazon around 2012. I don't like support those models and I hate how so much in the tech world is dependent on Amazon. There should be more providers people are willing to use. It saddened me when Amazon absorbed Whole Foods. I still shop there because I like the breakfast bar, and there's a limit on what we can actually do as consumers. I realiz…

I mean technically you can vote with your dollars. It's just the really rich people who outvoted us with their dollars because they have more of it. :|
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