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July 23, 2008

Amazon reports today!

Amazon reports Q2 today.

Wall St. Consensus is at $3.955b.  Everyone will be looking for any softness in Q2, 2H08, margins of course are always under the microscope at AMZN.  Finally, after eBay's slower GMV growth Q, everyone will be looking for any insights into Amazon's 3P business.  The only metric Amazon really reports is the % of units that are 3P (third party) and everyone will be watching that for any movement.

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