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Microsoft strangled Netscape by zeroing-out its market. That's what set Netscape back. That's what the DOJ suit is all about. I hate to be blunt, but please get a clue.
There are no parallels between the defensability of Yahoo's market position now and Netscape's position then. None. Zero. Your attempt to make a parallel between the two shows total misunderstanding of the two companies models.
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William, perhaps you have your head in the sand? Did you see a couple days ago where microsoft launched it's own search engine in something like 17 countries? have you tried "search.msn.com" for example? their search engine is getting REALLY good.. And you know it's the default "search" button on IE- which now has over 50 percent of marketshare if you include AOL users.
Looks like Yahoo's business model could be zero'd out.
And then we come to Amazon. A low margin bookseller who has a website, 600 employees, and a market cap of 9 billion. Everyone thinks they are the best internet company ever (oops, just like netscape) and most people are surprised when you tell them they've never earned a profit. Lets see- Bertelsmen is the "microsoft" and they're blazing in from Germany, they just bought 100 high end servers and DUMPED 1 million shares of America Online the other day. Amazon is a middleman- bertelsman actually publishes the books. And dont forget barnes and noble, with very very deep pockets (and no 300 million of junk bond debt coming due in a few years).. Amazon has already said they expect their marketshare to decline, and it HAS, from around 90 percent 6 months ago to 60 percent today.
William, you really do believe that "what goes up, must always go up" don't you? Just like you didn't answer the netscape question (your response was basically 'yeah, but it'll never happen to yahoo or amazon') I don't expect you to answer this message either, unless its a personal attack or something. |
