Revenue did top estimates. One bright spot was web services, growing sales at 55 . We did talk to andy jassy earlier this month. Business is growing fast. Its an 11 billion run rate business trailing 12 months basis growing 58 year over year. The business is growing by leaps and bounds. Were trying to enable enterprises and Companies Run all their applications on top of our infrastructure platform and it turns out that database is an area they care a lot about and for the last 30 years theyve had relatively little freedom. Pretty amazing, jon. Gene munster at piper today estimates aws is closing in on 40 of net profits on a normalized basis. Incredible. Right. With amazon, you never know exactly what the profitability of the rest of the business is going to be. So who know where is that goes from here. But, yeah, the growth there strong, amazons topline strong as well. The real casualty of this quarter seems to be kind of the santa claustype expectations perhaps about this level of pro
Amerisource is down. Where do we begin . Trexon okay. As far as esrx that john was talking about here on the show yesterday, i bought put spreads in there. Didnt think it would pay off is this fast. That stock along with mchessen just getting clocked. Express scripps, cvs getting hit hard. I think any of the folks that have that massive exposure in pbm, thats where the pain is. Anything drug price related getting taken outside. Well, i mean, you know, you have this week, of course, obama care and the fact that its going to be going up by at least 25 if theyre telling us 25 next year, you can bet, jim, its going to be 40 or 50 . A lot of these guys are rice in the crosshairs. Exactly what john was talking about yesterday. Instead of transparency, there are a couple in this space that do have transparency, but a bunch of them, rather than transparency, to us the consumers, are instead just gouging the heck out of the Insurance Companies where. What do you do with the stock . What do you