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Saturday, September 6, 2014

Chatter Alert - $aapl $amzn

aapl: high demand for iPhone 6 indicated by consumed shipping capacity by Apple. 

amzn: a positive post by Benedict Evans and a seemingly corrdinated discussion from the influence-factory a16z. Amazon is a collection of dozens of business and most profits get funneled for infrastructure builds. Cost of business fairly consistent. (Basically the same story that my chart-data-dumps display every quarter.)

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