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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 242.94+1.5%Feb 2 3:59 PM EST
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To: Robert Rose who wrote (58862)5/27/1999 2:35:00 PM
From: MSI  Read Replies (2) of 164685
 
Yahoo does seem to be sliding back toward the mean re: its per-user valuation over time. They are doing a lot of things right of course, but so are competitors

That's the whole issue. Everyone can be a competitor. All the leaders will slide back to a reasonable information-utility value, unless they can create some defensible value-added. It's increasingly hard for the leaders to defend their position as technology becomes universal and dirt cheap.

I'm looking for strategies favoring expertise and proprietary knowledge bases, not access and search tools. I.e, Yahoo's PIMs are the best but won't last as a competitive advantage more than another month or two.
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