Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

Glimmer Not Cloud

Posted by: Tom Keene on February 1, 2012

Just when there’s the Glimmer of Margin Stabilization, there’s the Cloud of Revenue Deceleration…

—Mark Mahaney, Citigroup, 01/31, 4:55 pm, first look at revenues (or lack there of).

Mr. Pearlman, out at StockTwits, nails it. Low margin businesses leave zero margin of error.

Mr. Mahaney massages the press release to find, compare & contrast distinctions.

Distinct this. is in “investment mode.” The “media” will provide surface analysis. The sell-side (Team Mahaney) will analyze up down and sideways.

Consider the semi-log chart of AMZN. Consider the persistency of amazonian double-digit returns.

Bet against Mr. Bezos at your peril.

Me? I bet Glimmer not Cloud. Discuss.

Post a comment



EconoChat captures Tom Keene's thoughts on economics, finance and investment. He is editor-at-large for Bloomberg News and hosts Bloomberg Surveillance and Bloomberg on the Economy on NYC1130, Sirius 129 and XM 130 and Surveillance Midday on Bloomberg Television. His complete interviews are at Tom Keene on Demand. Look for Tom on twitter @tomkeene

Recent Posts

BW Mall - Sponsored Links

Buy a link now!