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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 234.70-1.2%Nov 14 9:30 AM EST

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To: Wizard who wrote (82249)10/28/1999 5:31:00 PM
From: Bearded One  Read Replies (2) of 164684
 
Yes, AOL seems to have proven that you can lose money for a long time while establishing a brand and then make money.

Amazon is a different company in a different marketplace from AOL. You have to judge these things independantly. Your argument that AMZN will eventually figure out how to monetize 25mm accounts just like AOL has is based on falsely equating an AOL account with an AMZN account.
For example, Lock-in is very different. It is much harder to switch from AOL to , say, MSN than it is to switch from Amazon to Barnes and Noble. In the former case, you have to let everyone know your new email address, your new website, etc... In the latter case, you're not even switching. Your just going to a different website.

AOL has a revenue stream of $20/month per customer. Even that may go down and AOL may be headed into trouble soon. What's Amazon's guaranteed revenue stream?

As far as business models, AOL pretty much stuck to the same business model-- keep customers, offer services. what's Amazon's business model this week?

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