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It's tough to trade Amazon stock: BGC analyst Colin Gillis – CNBC.com

“The bull case, which I also understand, is that you take the market caps of Wal-Mart, Netflix, Salesforce, roll them all together—boom, that’s what you’re going to get,” he said. “The bear case is that, hey, this is a commodity retailer, and a commodity-retail play margin is about 5 percent,” Gillis said. “If you look […]

Peter Drucker and the Big Data Revolution | The Drucker Institute

Peter Drucker and the Big Data RevolutionRick WartzmanIn his latest column for Forbes online, Drucker Institute Executive Director Rick Wartzman writes about the growing ability of businesses to harness Big Data.Although ever more data is being generated by a host of new technologies, Wartzman writes, “this surfeit of information is not simply piling up, like grain in a silo. It is being carefully sifted […]