The following video is part of our daily MarketFoolery podcast, in which host Chris Hill and analysts Jason Moser, Jeff Fischer, and Joe Magyer discuss the day's business and investing news. Shares of Amazon.com fell 12% after less-than-awesome earnings. The guys share their thoughts on the company's competitors, from Apple to Wal-Mart, and what they think investors should be focusing on when it comes to Amazon's business.

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