What 3 Other Companies Say About Amazon.com, Inc.

Photo: Amazon.com.

Amazon.com has come a long way from the online bookstore it was 20 years ago. Nowadays, the company has not only turned the retail industry upside down with its low-overhead business model, but also made big inroads into new markets such as cloud computing services and digital media subscriptions.

Not known for strong bottom-line earnings, Amazon produced $4.4 billion of free cash flows on revenues of $95.8 billion over the last four quarters. Share prices have more than tripled in five years, gaining 1,160% over the last decade. Resting on a $250 billion market cap, Amazon is no longer a shy underdog but an alpha-dog market leader.

You'd expect a company like that to draw the unblinking attention of industry rivals, clients, and suppliers alike. That's exactly what Amazon has done.

In the last month or so -- in the deep lull between two stormy earnings seasons -- at least 19 executives from businesses not named Amazon have taken the stage at various trade shows and off-season earnings reports only to end up talking about the company.

I have trawled these transcripts to find the most enlightening and investable statements made about Amazon by executives of other companies recently. I settled on nuggets of wisdom from Staples , Microsoft , and Internap .

Here's what they said, and why investors should pay attention.

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The article What 3 Other Companies Say About Amazon.com, Inc. originally appeared on Fool.com.

Anders Bylund has the following options: short January 2016 $320 puts on Amazon.com and long January 2016 $320 calls on Amazon.com. The Motley Fool owns and recommends Amazon.com. The Motley Fool owns shares of Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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