Amazon (AMZN) could only dream of margins one-quarter of that level. However, it's likely, to be a margin that will be difficult to maintain.
Then the excitement will die down, and the company will have to deliver on the irrational expectations I believe will be priced into the stock.
Expectations, by the way, which no matter how many inroads Alibaba makes into other markets, will still largely depend on what happens in China, which is still a communist country.
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At the time of publication, the author held no positions in any of the stocks mentioned.
This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.