google, ten, amazon, seven. here's the bottom line, when you go through all tests and add up the scores, amazon wins. if you put a gun to my head, will you please take the gun away from my head. and then i'd say, yes, amazon is the better growth name. tom in colorado. tom? >> caller: hey, jim. love the show, man. >> yeah. thank you. glad you like it. what's going on? >> caller: i'm looking for -- been poking around at robotics and automation. and it's broken up in the niches. you've got industrial, medical and, you know, defense and stuff. and i came up with a company i'm kind of interested in that had a strong run in 2013 as cgnx cognex corporation. >> i'm waiting to hear which name. there's been so much money lost in that area. i've known this company for a very, very long time. i think you're on to something. i want to stick with it. i think you're right. let's go to connecticut. >> caller: hi, jim, how you doing? >> real good. how about you? >> caller: good. my stock is citrix systems. buy more, sell, or hol

we talked about the relationship with amazon but how important is a question mark >> for amazon, it isf their big growth. third-party are other retailers selling through amazon platform. amazon provides the real estate of distribution and the sellers provide the fulfillment. >> about 39% of its units in the last quarter. is there a downside question mark is amazon lose control of what it is able to sell? >> they do lose some aspect of control but it is a well-known problem for that this point. that's for them at this point. it may the own warehouses where they take their third-party products into their warehouses with the robots at most retailers don't have this sort of is to be shown. >> what about price? you talk about gross margins and the impact of gross margins on them. do they have any influence or control over the prices of the third-party sellers? can they display the ones that have lower prices more or use the search engines to put them up front? >> there are probably a dozen factors of who -- an important concept, who has highest display and they have absolutely -- absolutely

amazon? >> we're talking amazon. and the big decline in the after-hours session, what does it mean for the stock, which seemed to be bulletproof in looking past its valuation. but what does it mean for the retail sector? it lost a lot to amazon during the holiday season. >> that's what we're wondering. over to you guys. >> thanks, kel. >>> we're following a number of breaking stories. this is the busiest day for corporate earnings this quarter. amazon's conference call beginning right now. shares of that stock have been sinking in the after-hours. we'll bring you the latest from the conference call throughout the hour. google, missing on earnings. that conference call began about a half hour ago. and breaking news from facebook. the company announcing

huge drop in amazon. amazon is dropping ten% after-hours., more than $40 off its close today right now. that's a 10% drop. that is a big concern to investors who bought in today's very optimistic nasdaq rally that we saw. google by the way is trading a little above where it closed. so google is hanging on but definite problems for amazon. we'll see if this 10% drop holds tomorrow. we'll watch that throughout the rest of this hour. after-hours trading, not good for amazon. meanwhile google shocking markets by selling its motorola phone business at a huge loss to lenovo! coming up we're talking with lenovo's north american president, jay parker, how that company can do what google couldn't do, make motorola mobility profitable. >>> also harley-davidson kicking into high gear. the company is looking toogang traction with non-traditional riders with its new bikes. the ceo of harley-davidson joins us in a fox business exclusive. hang on. ♪ i ys say be thman with the plan but with less ergy, moodiness, i had to do something. i saw mdoctor. a blood

how would amazon actually do that? a principal analyst at forrester joins us now on skype from charlotte. how would this work as you understand it? of the challenges is we don't really know yet but there are some things that were revealed in this patent application that are very interesting and could be telling. they will not put this in a for every single order that comes to your amazon prime. for instance, if there is a new release, saybook for instance another harry potter book homologue they would be able to do is take a look at all of the people who potentially have ordered within the series and who have often andred on the release date send those items to the nearest shipping destination where they could be shipped and not actually label the product until it is essentially in the last mile. it appears that what they are doing is basically leaving this leaving the address field blank which means they would need to be significant integration with carriers in order to actually execute and make it happen. >> this wou

google, ten, amazon, seven.hrough all tests and add up the scores, amazon wins. if you put a gun to my head, will you please take the gun away from my head. and then i'd say, yes, amazon is the better growth name. tom in colorado. tom? >> caller: hey, jim. love the show, man. >> yeah. thank you. glad you like it. what's going on? >> caller: i'm looking for -- been poking around at robotics and automation. and it's broken up in the niches. you've got industrial, medical and, you know, defense and stuff. and i came up with a company i'm kind of interested in that had a strong run in 2013 as cgnx cognex corporation. >> i'm waiting to hear which name. there's been so much money lost in that area. i've known this company for a very, very long time. i think you're on to something. i want to stick with it. i think you're right. let's go to connecticut. >> caller: hi, jim, how you doing? >> real good. how about you? >> caller: good. my stock is citrix systems. buy more, sell, or hold? >> look, you know, obviously you're

amazon was so different.se companies will increasingly encroach on each other and draw away at dollars from each other. they are the two companies that compete the most. all of these are side bets. i think they are actually very smart side bets. they may beoint is distractions if you keep them at small billion-dollar distractions, that is ok. google selling the motorola business is an indication google is worrying a little less than apple. apple has shown just a fanaticism about high-end iphones. the really did not address lower market. google realizes it does not have to compete directly with apple because andrew has so much of the market. >> the next 10 years will be interesting. ok. cory johnson, thank you. we will be back talking about amazon next. ♪ >> welcome back. your bloomberg top headlines, john boehner says it is time for house republicans to deal with immigration reform. boehner says a piecemeal approach may fit better with house republicans. just hours after defending the government's handling of

it will be the beginning of organizing amazon so we can make it a stronger, better company. >> well amazon issued a statement about the vote in part. it said medium pay inside our fulfillment centers is 30% higher than that of people who work in traditional retail stores. amazon also said the top priority of our fulfillment center network is safety. it's safer to work in the amazon fulfillment network than in a department store. john fort has been following the story and joins us now. it's very fascinating story. so let's say they have the vote. how do you think that's all going to play out and what does it mean for amazon? >> it's unclear, suzy. both amazon and the union have said they're not sure which way it's going to go. it comes down to about 30 workers, we're not sure which way they're going to vote. we'll get the results late at night. but this is important because the union has said based on this, they want to unionize the rest of the warehouse, not just those 30, but more than 1,000 other workers move on to the rest of amazon's network this is a company that's grown gangbusters o

i think amazon continues to just excel, they continue to build that amazon prime membership group.you have people into that prime membership ecosystem it's taking share from everywhere else those people might have gone to. >> john? >> well, i think something we've got to take away from this is amazon is really starting to hammer on these costs in its logistical system. yeah, the drone thing is kind of pie in the sky but it shows that they're thinking differently about how to get product to people away from some of these common carrier shippers, away from some of these in-fill names and warehouses that diana just mentioned. this is another step in that direction. if they can route or reroute packages while they are in transit, again, they don't need to spend that much on air freight. they have to spend less on actually storing these things in warehouses. if they figure it out, it's good for amazon's bottom line and they will need that money if they are going to move into grocery because that stuff is perishable, a lot of it. a lot more expensive to move around. >> john and ben, ben,

david: amazon.company just continues to sell like crazy but again the prophet is tiny based on wanting to build market share. where do they decide it is time to cash in? >> what happened with facebook's wall street was looking only at growth, now wall street it's going to look instead and say nevermind, growth, wants to see it how much you are doing selling. with amazon, we are still not right about how much profit are you going to make, with like the idea of expanding into everything. now all retailers have razor thin margins. google has some of, amazon has more warehouse. david: they were not making enough promises did a lot of promises, wonderful gizmos but not a lot of profit. liz: look, amazon is doing something similar to google letting everybody know they are out there. what about the latest announcements to deliver the same day because they will know where you buy things at most, they will be intuitive. >> amazon, you are a retailer, what are you doing making a kindle? david: what about amaz

and then groceries, with amazon fresh. be watching that closely. >> all right, thanks so much, brad stone of business week, and author of the everything store. coming up, we are going to be talking about wine. my favorite topic. an app that allows you to buy more wine while you are drinking it. we will have more on that, coming up. ♪ >> welcome back to "bloomberg west." i am emily chang. there is an app everything. this is like shazam for wine lovers. while you are drinking, you can scan a photograph, if you like it, on a bottle, and you can get much more. cory johnson is in new york. tell me more. tell me you are drinking there. >> i am not drinking on the set, quite yet. we did that last week, but that was new year's eve. i am joined by the cofounder and ceo of drync. interesting app. the wine business is high revenue, big business all around the world, certainly growing in america rapidly. talk about how your app works. >> this is for android and iphone, and what we're trying to do is bridge the gap between the wine exp

amazon, facebook, google and apple. of them have such enormous amounts of cash reserves that they are just going after and acquiring new companies. >> thank you very much, great to get your thoughts. >> just ahead, kickoff isn't until sunday that google has already been cashing in on the super bowl. we will tell you what youtube has to do with it. ♪ >> these other bloomberg top headlines today. six danish ministers quit. the social democrat prime minister pushed a $1.5 billion stake sale. the deal gives goldman sachs veto power in exchange for his investment. football governing body is demanding information on working conditions for the 2022 world cup and qatar. this follows the reported deaths of 185 construction workers last year. they qatar committee overseeing the facilities will provide the report in the next two weeks. lawyers for the u.s. students amanda knox and her codefendant have valid to appeal their murder convictions to italy's highest court. yesterday an italian appeals court upheld a guilty verdict in th

let's go to olivia, who's got their earnings as well as amazon's. >> let's start with amazon here.earnings-per-share coming in at $.51 per share, a big miss for this estimate that $.69 per share, but the estimates for amazon you could have driven a truck right through them. estimates vary from one cent all the way up to $1.88, so they come in at $.51. the key question around amazon is how much are they actually spending? how much does it cost them to deliver on the membership services. how much do they spend to hire all those workers amid the surging demand for online shopping. i'm interested to hear what brian has to say about all those numbers. also want to highlight what we are hearing from zynga. they are said to be acquired natural motion and announcing job cuts after their fourth-quarter sales missed analyst estimates. >> let's get back to the amazon news. eps if you one cents versus estimates of $.69. was it really that challenging a holiday quarter? >> they are spending a lot of money right now on prime. remember at the end of the holiday season -- >> what are they not many

a new plan by amazon and walmart to make grocery shopping a thing of the past. . and....a guide to "guilt free" investing. first business starts now! good morning! it's tuesday, january 28th. i'm angela miles. in today's first look: it's another anxious trading day. stocks lost more ground monday-- along wth sell offs in gold and oil here's what''s critical to technical traders. the s&p 500 closed last at 17- 82. the next important line of support is 17-75. if the market ends below that level, the market could continue a rough tumble. what worries the market--- is the 2 day federal reserve meeting getting underway toda and apple's earnings outlook was weaker than predicted. it's an extra busy day for the bond market, glenn schultz of performance trust joins us now and will the bonds be stressing over the fed meeting that gets under way today ? and then the president speaks tonight? >in terms of the bond market and the quantitative using program of the federal reserve's,my expectation is that the federal reserve will continue on their quantitative easing program an

we like amazon here.oogle and facebook and a handful of others are that are dominant. >> what's your target? >> we went to $440 today. >> and you are in a unique space to understand that because the whole notion, oh, they swing to profitability. >> yeah. >> that must mean the top line, they see it slowing down the road. is that necessarily true? >> i think that you want to go in one direction. i think you want to get increasingly profitable and that is one thing about amazon i don't love. i don't know why the companies don't disclose more and aren't completely transparent with wall street, why can't we know how many kindles they sell. >> because they're conglomerates. >> they can be but should disclose the different line items as well. i don't get that. >> one last question do you think they may be about to flex as you put it their ability to make profits by bringing the expenditure down or the investment down because they anticipate the market may be about to lose faith with the very strong rally they've

with amazon you saw that top line miss. amazon obviously not immune from the fewer shopping days. softer, final quarter here in the states. north american revenue did pop something 24% year over year. and also making big news on prime. you know, pacific crest estimates they added 6.5 million members in 2013. that was way up from 2012. they spend four times more than nonmembers. maybe more opportunity for amazon. >> murph? >> what would you be doing if the market today? if you could take walmart's lowering their guidance, right? as a real negative sign. is it -- should it be taken that way? >> i don't think so. walmart, you have to throw mastercard in there as well. i don't think so. look at what walmart told us. theyed to us they were blaming it on the weather like everyone else, i guess. blaming it on fewer food stamps out there. judge, i'll argue that walmart hasn't been that important in a long time. yes, they're the biggest retailer but from a stock, from an equity standpoint the stock hasn't been a leader. if you look at the price action today, stock opens weak. churning high

he's got a job there at amazon to keep the secrets of the cia so which is it expose their secrets orkeep their secrets well in this case it's a. all about maximizing profit the guy's already got twenty five billion dollars of personal wealth and as far as he's concerned he's just getting started whatever business ties if any does have that might implicate the posts of journalistic integrity or might call attention to his well you know many amazon in the whole world is now a big department store for that company and it's mind blowing just the extent of what they're buying and selling and their interests in either retail being suppressed or enhanced depending on whether they get more profit as a result i think really this is a growth industry for them because. amazon has already said they look forward to what they call a successful relationship with the cia so the six hundred million dollar multi-year contract is just getting started when you think about it amazon has tremendous amounts billions of factoids about people what they buy what they're interested in where they live how they

we will be talking amazon.o not go anywhere. ♪ >> amazon may raise the price of its amazon prime number ship, which currently costs $79 a year. the service includes endless video streaming, and free shipping. to $40 a year. what impact could this have on the bottom line? orderople like me, who many, many things from amazon a day, this is a good deal. but what about all of the other people out there? is amazon going to lose customers because of this? >> no, because they have managed to wipe out the entire retail landscape, so there are no stores anymore. there may be a couple out there. i do not think they are. it would be heartbreaking to me. this is one of those essential utility services, in terms of my own family consumption, in terms of video and other purchases. nevertheless, it always struck me as strange that the price has sat flat since i think 2005, around the launch date, and has not changed despite increases in shipping costs and the enhancements that have made to the video service, the netflix- like

he is an expert on everything amazon. what do you make of the numbers today?ght amazon had a good amp -- a good holiday quarter and then this. >> was put in perspective. they did have a good holiday quarter. toommerce in general, 13% team percent, depending on who you listen to. it is good overall. for them, it's a slowdown. they have been putting down 25%- 30%. -- spending on supply chain of thecfo on one conference calls said they were considering raising the price of amazon prime. buildingcommitted to up the supply chain because they are building for 10 years from now. >> has eaten into profits. how can they bring -- other than thereg amazon prime, are other inventive ways of bringing the price down? there talking about eying the postal service or fedex -- would that ever happen? >> may be way down the line. they start running more trucks and they are already doing that with the rollout of amazon fresh. maybe there are some ways to lower costs that way but they have to basically grow into this infrastructure. the more customers they get, the more they buy a

amazon look at that as a model. not that they want to hurt workers or an economy, but ebay looks at itself is a very different model -- as an enabler of small business. the classic example of selling beanie babies out of a living room but for a fixed rise and selling bigger items as well -- for a fixed price and selling bigger items as well. they really have emerged as a model of how commerce can happen in the future online. i think that competition is not going to change, regardless of how it is being paid for. >> when you look at activist isestors, carl icahn focusing not just on ebay but apple. how do you see this playing out? >> right now, he has 0.8% of ebay. he is in no position to get them to do anything except for having a loud voice. name of apple. he will never own an up of apple to force a change -- same with apple. he will never own enough of apple to force a change. what is interesting is i do not think the patient shareholder base that exists with apple exists with ebay. ebay shareholders have been thr

probably 90% of people who amazon -- income goes to amazon. not like the >> do not put words in my mouth. by the way they grow their business with the bra thing -- with the blessing and support of wall street. >> fine. >> so these guys grow this business with virtually no profit, driving people out of any competitive business that they go near with great focus and intentions, build a sense -- billed as an incredible distribution, i have visited fulfillment centers, incredible thing to see. these outages are showing up at my house today, -- these packages are showing up at my house today and it really grown an amazing business but at the expense of profit. >> how do they do it? were the analysts looking at the balance sheets? tells "everything store" a tale of how these guys have gone from one industry to the next, books was just the thing they start with, but jeff bezos -- sam walton is something he has been inspired by. if you look at the margins of this business, they would keep the margins and so tight because they operate on a cash flow. t

i've been exploring the amazon for the past few years. my specialty is butterflies, but on this trip i'm looking for this magnificent cat. the jaguar is a specie, it needs a lot of habitat and prefers areas with less and dense cover. >> the jaguar is considered endangered, there's around 15,000 jaguars left in the wild. >> miguel is a wildlife research. >> we want to know how big an impact is fragmentation and unsustainable agriculture having on the species that is sensitive to human disturbance. >> what is the best way to tell if a jaguar is in an area. >> a method we use are camera traps, triggered by a motion. once triggered they'll take a picture - and three if they are programmed to do so. pictures of a jaguar will allow you to look at its marking. each marking is like a fingerprint. if you get a good shot of a section, you can get an idea of what areas he is using. >> how do you get an animal to approach a box of human technology deep in the jungle? >> we are heading up to the research center deep in the peruvian amazon, we want to

let's start with amazon. >>amazon reports earnings and their revenue surges.but it came a little short of expectations. i think they expected amazon to have a blowout quarter. we see the stock head lower initially. going into this i expected the stock to head higher. it's rallied 6 out of the past 8 quarters with an average move of around 8%. i really thought that was the direction the stock was going to go. i'm long through the weekly expiration. i really need this thing to come back for that trade to be profitable. but i really think that amazon going forward at these levels might be trading at a good discount. >>expectations were high for google. what do you think about this trade? >>google has a more mixed performance history. it's rallied 4 times and sold off 4 times in the past 8 quarters and it moves on average around 5%. they're implying a move right in line with that but i think a lot of people are thinking that google move here was being a little bit overpriced. a lot of traders that i know were trying to fade this move in. it looks like that was the

in this area of the amazon diversity is high.re sitting in a place that is the most biodiverse in the area. and this area hasn't received the attention needed to adequately survey the extent of spider diversity. >> on our last day in the amazon our investigative persistence paid off. this was indeed an egg sack. the pole-like structure. this is a radical departure of what we know about spider reproductive cycle. one of the many discoveries of the secrets hidden in the jungle. i think spider experts are going to be very skeptical about what we found. we did as well as we could to really isolate these things. it's going to be a great one to follow up on. >> how long did it take to you find the region where these structures were discovered? >> you know to get to that island it takes four flights a bus ride and two canoe rides. >> wow! >> it was quite a journey getting out there, part of the fun but when we got out there we couldn't believe we found one let alone 45 of these things. we had very little to go on, we just knew there wer

me to talk about marketing monetarism kind of interesting stuff you won't want to miss that plus amazon dot com is coming up with ways to serve your every need and you will not believe what their latest scheme entails i'll tell you all about it now let's get to this. e-mails obtained via the freedom of information act reveal how far one of wall street's most powerful trade groups is willing to go to fight against cities trying to use eminent domain to diminish the foreclosure crisis despite wall street's recent kings communities around the country are still suffering from the full closure process and over ten million homeowners are stuck with mortgages worth more than their homes are worth that they currently live in and even though loan modifications would save fannie and freddie as considerable amount of money federal housing regulators still refuse to pursue mortgage write downs for struggling borrowers private equity company mortgage resolutions partners has proposed that cities use eminent domain power traditionally reserved for seizing properties for public use to seize more vigil

amazon fell 5% in after hours.nd you can see in trade it's down 4%. >>> google shares are rising in after hour trade as the company reports mostly positive forty quarter results. cnbc's josh lipton has more on those numbers from silicone valley. >> google reports, beats and pleases the search giant missing on the bottom line, but beating handily on the top line, reporting revenue of $16.86 of billion. the street had been looking for revenue of $13.6 billion. paid clicks jumped 31%, more than anticipated. although cost per click did drop 11%, which was worse than analyst forecast. google making headlines saying it will sell its motorola mobility unit to lenovo. motorola mobility reported an operating loss of $384 million in q4, which was worse than the loss it posted in q3. on the conference call, google's cfo says this company remains committed to hardware innovation, specifically in wearables and home markets. josh lipton, cnbc, silicone valley. >> every week, cnbc has asked you to talk the trend by taking part in

me to talk about marketing monetarism kind of interesting stuff you won't want to miss that plus amazon dot com is coming up with ways to serve your every need and you will not believe what their latest scheme entails i'll tell you all about it now let's get to this. the. e-mails obtained via the freedom of information act reveal how far one of wall street's most powerful trade groups is willing to go to fight against cities trying to use eminent domain to diminish the foreclosure crisis despite wall street's recent gains communities around the country are still suffering from the full closure crisis and over ten million homeowners are stuck with mortgages worth more than their homes are worth that they currently live in. and even though loan modifications would save fannie and freddie as considerable amount of money federal housing regulators to refuse to pursue mortgage write downs for struggling borrowers private equity company mortgage resolution partners has proposed that cities use eminent domain power traditionally reserved for seizing properties for public use to seize more vigi

we are back in just a minute. ♪ >> amazons earnings out this week.-commerce company wants to break into luxury. scott from these turns cool of the destroy the -- the stre earn's school of the destroy business joins us. how much velvet rope is there to cut through? >> where a product is says a lot about the branded self. it has been a big challenge for them to overcome. >> jeff bezos is a superstar. he goes personally to the head saysod cheap -- gucci, and it is good for us to make a deal, what are the chances? >> it is 50 shades of grey. distribution,ial like those that you can buy online. you can do to feel it deals were you do not distribute, but you can see an ad that goes right to the product page. just not distribute the so there is a lot of nuance. >> so amazon can say we're not really a direct retailer, we are just a platform, and here is the one or two degree of separation that you might need for your brand. >> there is a scary underbelly to all of this. they have a no engagement policy type inzon, but if you their mascara, they will have ku'

amazon kind of hides the bench a little bit.me is a former executive at alliedsignal, who made those fulfillment centers work at amazon. retail business in north america. clearly the number two guy, the guy to step up, if anyone could fill his shoes. >> what about these other guys? >> running the cloud, he was in the shadow of jeff bezos for many years. running the retail business internationally, coming from apple, there was a lot. the bench is deep, a lot of those guys have been at amazon for many years. they know how he operates and how the company should run. >> something like this, you think about steve jobs. i sort of knew a lot of the higher-ups at apple. tim cook, johnny ives. why do we know so much about the bench at apple than we do at amazon? >> amazon has been strategic in terms of hiding a lot of their talent. maybe from other companies? you know, they are very strategic and quiet and how they communicate with the press. more recently, and the jaffe has been running that annual cloud business, the conference allows

amazon, the revenue is up 20 plus percent from holiday sales. that is not profitable for amazon.are shipping a ton of product, they are paying for shipping. for google you are seeing a good holiday quarter. for amazon you are seeing a difficult holiday quarter. >> amazon did flex its muscle during a holiday shopping season. how else do you explain the massive orders that disrupted america's largest delivery companies? thesezon is striking all agreements with shippers, whether usps or the postal service, to offer incentives for users to be certain they will get products in two days or get products on sunday. just because amazon makes those guarantees does not mean that the shippers can deliver. amazon does have to at least respond to the fact that people were getting items delivered late. >> both amazon and google, fourth-quarter results, they were tied to holiday spending. the companies did not follow the same path in their strategies. theyr google, any trends can play into with online commerce shopping is a positive. when you search for an item on google, you are expressing inte

hurt that's right amazon plans to start shipping items you haven't even ordered yet getting that you will amazon recently received a patent for what it calls anticipatory shipping and that's a system that predicts your future. purchases based on things you previously thought the technique could prods delivery time and discourage consumers from visiting physical stores now the patent document amazon says delays between says that it will put delays between ordering and receiving purchases and need quote dissuade customers from buying items from online merchants now amazon says it may box and shift products it expects consumers in specific areas will want then those packages will wait at the shipping hubs or on trucks until the orders actually arrive at amazon now in deciding what to ship amazon said it may consider products searches previous orders a wish list shopping cart contents returns and even how long an internet users cursor hovered over an item interesting stuff well there you have it as always we'll be tracking these stories and keeping you posted on all the latest. in the wa

a new book blast amazon's founder jeff bezos please the everything store paints amazon and its foundereutians from fortune magazine reviewed the new book. anyone who reads it will feel the tee, his word, about shopping at amazon and we have adam with us. they are making out jeff bezos to be the next steve jobs. steve jobs was a very unpleasant guy on many occasions, very unpleasant to me on occasion, very unpleasant to work for. >> congratulations. stuart: he created an incredible company which was worth investing in which gave fabulous products to everybody. couldn't you say the same about jeff bezos? >> no argument with anything you set and interesting the word choice, eds jobs was ruthless when it came to product. he didn't care about anything but making the product as great as possible. jeff bezos's orientation is different. he is ruthless on prices for customers. you said they will do anything to drive down the competition. it is to drive down prices and that involves a lot of things. stuart: don't you support that? is and that basic capitalism where everybody wins? >> no. when yo

amazon.t amazon and the idea that the ncook is bad for barnes & noble and they are losing money on every nook. >> amazon killed it. >> it's important to remember it's not just amazon in the sense of amazon buying from manufacturers and selling to you, the consumer. 40% of the units sold on amazon, this is an estimate because, of course, we get so little information from the company, are sold by third parties. many of those are fulfilled by amazon and coming from an amazon warehouse and some of it isn't but you've got amazon competes with the third party merchants, but there's a lot going on in that amazon ecosystem and it keeps growing. >> and by the way, ebay, there's a couple of cautious notes today. u.s. not doing as well. remember, ebay has a come pet competitive service to amazon. >> online was up 23%. appliances were up 17%. not even sears could post a positive appliance comp when they had their numbers. so, bright spot or not? >> look, they also said the video consoles were doing well.

our understanding is they are to amazon,ll content for example.hether they can get that same pricing for what traditional pay-tv players are paying is another story. something that we highlighted last night on the late edition likely theyg west," would have to have a few players on board so everybody feels like, ok, we are all jumping into the ring together. >> all right, a story we will continue to follow. thank you, jon erlichman. we will be back with more. ♪ >> welcome back to "bloomberg west." flip motors is. hoping to do the same thing for electric motorcycles. take a look at their plan to reboot the commute. from the front, it looks like a normal electric scooter, but inside, it's anything but. a big hole in the middle of the frame means that the scooter has as much trunk space as a car. >> it is a vehicle for everyday things. is the visionary behind the electric vehicle start up. they have two vehicles in the works. they have a take on the commuter scooter. the other vehicle looks like something from a sci-fi movie. part car, part motorcycl

why focus on amazon?s about pay, about benefits? why is this happening with amazon now in particular? >> well, absolutely. you know, that's the point. it's not so much this was a target for our organization or other unions, although i think certainly it's considered. but these workers, you know, like i said, they got together and they reached out to us about other concerns they had, that didn't exactly involve, you know, the bottom line for them today. >> you got an interesting opportunity here, too, it seems, to maybe change the way the whole country looks at unions, union membership is down despite the fact that fundamentally it might seem that people would be embracing unions more than ever. that doesn't seem to be happening. amazon is a well-known company. what can you do with the spotlight on you now to perhaps change the way people look at organizations like yours? >> well, that's an interesting point, as well. you it's an educational process. that's certainly what all labor organizations are doing

there is a mystery that i went to the per yo youuvian amazon. of the best thing about working in the amazon rain forest is the road along the way. join me on the expedition that's about to get wet, wild and a little bit muddy. the peruvian amazon, a huge population of endemic plant and animal species, meaning they are found nowhere else on the earth. this makes it one of the most beautiful and pristine places around. about six months ago the researcher here at the tamba pata research center took a picture and posted it on the internet. little did he know the huge amount of attention it would get as a group of amateurs and experts tried to figure out what it was. we're trying to figure out what's making it. all right, we are reaching the island where this thing was just found a few months ago and we just found 20 of it. what is the action? >> catching a human in the action of making it. >> this thing has really confused me bececse i keep going between it being possibly a spider or maybe some weird spider might that nobody's ever found before. eve

gerri: would have been amazon? amazon is not during the great either.re virtual and online. >> we are seeing that consumer confidence has gone down. it is taking away from discretionary spending. the could be down because of all this data breach that is in the news. gerri: i think you may have something there. gerri: a fight among retailers to a fight about football fields. gerri: he will determine the winner. it is the social media between facebook and twitter. let's bring in the cofounder of the digital advertising company. welcome to the show. >> thank you for having me. gerri: how important is this? >> it's very much so. and marketers won't be part of that . >> twitter and facebook are getting lots of attention. >> absolutely. and those opportunities to pay facebook. so it becomes a critical part in your absolutely right. gerri: arby's tweeted about this because there was a big cowboy hat area are because that is what their logo looks like. what did you think about? >> they did a great job. and it is a real-time opportunity. it is a spot that has so