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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 374.27

-0.2%

Nov 21 4:00 PM EST

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To: Seeker of Truth who wrote (24289)	10/18/2007 1:22:43 PM
From: energyplay	Read Replies (1) of 218006

What AliBaba does is connect factories with buyers. Once they have connected, they are in each others Rolodex, and may not need AliBaba. A big part of their value to both buyers and sellers was to create and on line meeting place when the internet was unfamiliar and hard to use for many of their industrial users. So I see them as having somewhat less value than Ebay does. But they won't be a Google type success. Alibaba's market is very differerent than EBay, so I don't see Ebay being going after them. I would expect their competition to come specialized web sites, like a World Plumbing Supplies, Leather Exchange, etc. - The barrier to entry is not really high. Any one with an industrial trade magazine with some international circulation can get in the game. I expect there will be an IPO pop, then the stock may do okay. Get some other opinions, there could be something I am missing.

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