Amazon.com, Inc. (AMZN): The Only Place It Can Go

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Pick a carrier, not any carrier
That leaves the “Uncarrier” as the perfect candidate for Amazon.com (NASDAQ:AMZN) to focus on. T-Mobile is shifting from subsidies to financing programs, while pitching more affordable service plans. At the end of 2012, the No. 4 carrier had 26.1 million banded customers (excluding wholesale and MVNO connections).

While T-Mobile has ditched subsidies, it’s also concentrating very heavily on beefing up its product portfolio. Not only is the carrier now finally getting the iPhone, but it’s also Google’s only official Nexus 4 carrier. T-Mobile will also carry the Samsung Galaxy S4, HTC One, and Research In Motion Ltd (NASDAQ:BBRY) Z10. These are all devices that Amazon will compete with.

To its Amazon.com (NASDAQ:AMZN)’s credit, T-Mobile’s device pricing is more transparent than other carriers’, so Amazon can make its case more effectively and undercut as usual.

Amazon may technically launch a Kindle Phone on both AT&T and T-Mobile, but T-Mobile will be the main flame.

The article The Only Place Amazon Can Go originally appeared on Fool.com and is written by Evan Niu, CFA.

Fool contributor Evan Niu, CFA, owns shares of Apple and Verizon Communications (NYSE:VZ). The Motley Fool recommends Amazon.com, Apple, and Google. The Motley Fool owns shares of Amazon.com, Apple, Google, and Microsoft.

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