Analysts seem to be missing the boat on Amazon.com’s new deal with Toys-R-Us. It seems pretty clear to me that Amazon.com is just acting as an outsourcer — they’re providing Toys-R-Us with an online store, because Toys-R-Us can’t do it themselves (as they proved last Christmas). Toys-R-Us is paying them money to build and maintain the store, plus a small percentage of revenues. Sounds like Yahoo Store on a grand scale to me …