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To: Bill Harmond who wrote (88616)	12/26/1999 7:52:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

OK, so far so good. But what keeps out the competition? What about bricks and clicks? What about low entry barriers to the net? Right now we have negative margins for most nets -- what reason is there to believe the margins will turn fat? Won't new entrants flood the market -- or will the new entrants (a) fail to show or (b) fail to challenge the incumbants (AMZN)?

To: Bill Harmond who wrote (88616)	12/26/1999 7:58:00 PM
From: KeepItSimple	Respond to of 164684

The hypocritical joke of internet pundits is that the net is two things at once: 1) It's the ultimate financial lubricant, driving prices down and making information essentially free. The ultimate deflationary medium. Ferocious competition provides consumers with a great benefit- low prices and great selection. 2) The internet is like a small patch of limited real estate- a strip of beach front property that will go to the people who spend the most on branding and advertising in the very beginning. Once that real estate is captured, prices can be raised to provide fat profit margins.. because, well, competition will go away. Or something. People can't remember more than one URL, maybe? I mean, they cant remember more than one phone number already, and _nobody_ ever looks through the yellow pages to find a plumber.. They only call www.plumber.com. So all the companies that have one word url's that describe themselves are instant winners, forever. Well, until they finally issue new top level domains like .web or .info.. Then we'll have three times as many winners.. But, um, the competition won't increase- the market will simply be 3 times as large! Yeah, that's the ticket. Did I mention I dated Morgan Fairchild? The great juggling act of the analyst trying to sell shares to the public is to have the companies promise #1 to the customer and promise #2 to the investor. I believe Glenn understands this, but I seriously doubt William ever will. He's in perpetual denial caused by glancing too often at his internut stock portfolio value.

To: Bill Harmond who wrote (88616)	12/26/1999 8:31:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

OT I was wondering if someone knew how to obtain the MIDI from this site: prime-fe2.lvcablemodem.com