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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 221.24-0.6%Dec 17 3:59 PM EST

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To: Winter who wrote (3726)5/1/1998 3:36:00 AM
From: Tie Zeng  Read Replies (1) of 164684
 
AOL's assets are not their hardware. That is the most east things
to reproduce. The hardware is cheap comparing to their market
caps. There are many ISPs out there. Before AOL become large,
there are much larger "ISP" out there. Just hardware alone, AOL
should be dead long time ago. They built their hardware after they
were successful.

Yes, it is more expansive to reproduce AOL''s hardware. But it is
not much when you take the market cap into account. The most
valuable part that is hard to reproduce are its contents.
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