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Technology Stocks : Internet Analysis - Discussion
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To: Louis Gray who wrote (315)4/11/1999 10:42:00 PM
From: Dayuhan  Read Replies (1) of 419
 
All true, but I also expect that "dominant" players on the Internet may be easier to dislodge than in the bricks-and-mortar world. Retail sites are vehicles to obtaining a product, rather than products in their own right, and I don't expect them to command much brand loyalty. Word also travels fast on the net, and if a new site does it better, or has a new idea, the herd will shift.

We haven't seen this phenomenon yet - not enough time yet - but I expect it. Will be interesting to see, for example, what happens when BKS goes head o head with AMZN.
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