But there's a quite compelling counterargument:
"If you're going to break up the company, I struggle to see on what basis," said Zev Fima, portfolio analyst for Jim Cramer's Action Alerts Plus. "When I look at all the different business segments that you can argue that maybe they're a monopoly in -- the cloud, e-commerce, digital advertising, I don't see how you can say they're a monopoly, especially when these spaces are becoming more competitive."
In e-commerce, Amazon's business model is to sell at relatively lower prices. There has been an argument against predatory pricing, where competitors are forced to bring prices down to compete, and then lose profitability, allowing Amazon to bring pricing back up. For now, Walmart (WMT) - Get Report has become competitive in e-commerce. Costco (COST) - Get Report has become competitive with Walmart in online grocery sales.
Speaking of industry competition, the semiconductor sector could be in for more consolidation, writes RealMoney's Kevin Curran who covered Broadcom (AVGO) - Get Report , Real Money's Stock of the Day.
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