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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Brian Moore who wrote (73132)	1/10/2000
From: Michael Bakunin	Read Replies (2) \| Respond to of 132070

Brian - Thanks for taking the time to post. A few notes: - no price too high for speculative opportunities? - pathfinder.com - any reason to believe the internet will be different? Cheers, -mb

To: Brian Moore who wrote (73132)	1/10/2000 2:58:00 AM
From: Skeeter Bug	Respond to of 132070

>>The real question is whether an investor believes the internet is a dramatic change. Some Internet companies will fail. The problem I have with Barrons and the "Big Kahuna" people is they talk like all the internet companies will fail.<< dramatic changes and failing e-businesses are not mutually exclusive. >> the customer reviews are incredibly valuable.<< yes, i used them just before alt-tabbing to my second browser and buying my $20 off $25 purchase w/ free 2 day shipping at varsitybooks.com. amazon's business model is much different than in the past. EVERY product amazon has is a loss leader. why? they are buying customers. (and they still are more expensive than many other stores!). they are scared to stop buying stores. how many old school companies reached a billion in sales and STILL lost money? more than they lost at $500 m? which was more than they lost at $250 m? which... you get the point. reduce knowledge friction and you head down the commodity spiral... weeeee! ;-)