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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (53809)	3/26/2003 8:09:19 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Cha2, Just out of curiosity: why isn't Ebay a King? AMZN is clear: book selling as a category is larger than AMZN and BKS is doing at least the same amount of business. Yahoo is also clear: I am not sure they sell anything. :-) But Ebay seems to pretty much own the auction category and due to the network effects they can maintain the lead forever. AMZN is working nice with its book/software marketplace, but it is limited by AMZNs listed products, while I don't think anyone uses AMZNs auctions. Unless you argue that auctions is not a category and I can buy everything Ebay sells somewhere else, so it's not a valid King domination. :-) Jurgis