SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: dbblg who wrote (91802)1/21/2000 4:32:00 PM
From: Bill Harmond  Respond to of 164684
 
Ho, HJ only owns buildings in places with rent control. :)



To: dbblg who wrote (91802)1/21/2000 5:24:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 

??sorry, missed that...(I live in Studio City, CA, now; HJM owns an apt. building or something here, right?)


Shows what I know. I thought Target really targeted the Midwest the most. That was the only reason I made that comment.

I agree with a lot of your criticisms of Bezos, et al, though I think you are a bit off-base when you fault them for changing
their business plan. Once it became clear that more cheap capital was available than any rational person would have
predicted, building out an infrastructure which would offer a stiff barrier to entry became a shrewd gamble. The valuation
doesn't reflect the fact that it is a gamble, however; that's why I'm not tempted to go long here.


I do not see barriers to entry in that the current brick and mortar firms have no problem here. Yes I agree about the startup .coms.