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The problem with Amazon's focus is that it has been on this long-term kick for 15 years already. Investors have already given Amazon more than they have given virtually any other company in terms of patience as regards a return on investment. At some point Amazon has to change its approach or expect investor rebellion.
The ultimate question for all the current satisfied Amazon customers is this: When investors force Amazon to pay attention to ROI, will customers still be calling Amazon "friend"? Something has to give and if the rest of the universe of companies is any indicator, what will give will be some of those very things that have people calling Amazon "friend".
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