David Streitfeld in the NYT:
"Investors decimated Apple last week when it appeared that the world’s mightiest profit machine might be slowing down just a tad. But they cheered on Tuesday when Amazon said its fourth-quarter sales and earnings fell short of expectations. Oh, and expect a miserable first quarter, too.
From the same article, analyst Colin Gillis:
“Who’s going to undercut Amazon? They’re only making half a cent on every dollar. Who can run a business at less profit?”