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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end?
YHOO 52.580.0%Jun 26 5:00 PM EST

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To: Siva Uppalapati who wrote (1439)5/2/1999 9:04:00 AM
From: Mad2  Read Replies (3) of 3543
 
Siva
Your moat analogy is appropiate. But is it a deterant to others? Coke is a good example, however in addition to our awareness from ads we see their physical pressence (on shelves, vending machines etc.....). They use their size and distribution system to their advantage, developing a low cost position that allows them to offer good product, well known brand, at a competitive product and make money.
In the case of AMZN they have been building a brand, however they haven't anything profitable to do with it. PCLN and EBAY are interesting concepts, but barriers???
AOL currently has the strongest position IMO, however who knows what the landscape will be in 2-5 years.
Mad2
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