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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 239.06

+0.4%

Jan 16 3:59 PM EST

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To: Alomex who wrote (10909)	7/20/1998 5:55:00 PM
From: llamaphlegm	Read Replies (3) of 164684

Alomex: No offense, but you simply are completely unfamiliar with the terms I was using. Please get a good summary of Michael Porter's works (any of htem) on competitive strategy. There's no point in my trying to define all the terms as you probably won't believe me. Suffice it to say that while I'm sure that you think I'm all wrong, I'm fairly certain that you are. Start by understanding what a competitive advantage, barrier to entry (hint, easily replicable things are typically not, you can make the brand name argument if you like, but it's usually not taken too seriously), fragmented v. oligopolistic industries, substitution (hint it does not = competition, which you apparently think), and again, your #6 is almost silly, everything that is attractive at amzn's site is or will be replicated by the competition in due time. LP

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