Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Seeker of Truth who wrote (24289)	10/18/2007 5:46:34 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 218000

SoT, the management of that company are like Chinese, who are 98.5% chimpanzee. So you can expect to see returns commensurate with their DNA. Seriously though, AliBaba sound as though it's looking for riches in Aladdin's mythical cave. That doesn't seem like a good investment strategy. Mqurice PS: I hope you know it's rude not to take bait when it's shoved right inside your mouth!!

To: Seeker of Truth who wrote (24289)	10/18/2007 1:22:43 PM
From: energyplay	Read Replies (1) \| Respond to of 218000

What AliBaba does is connect factories with buyers. Once they have connected, they are in each others Rolodex, and may not need AliBaba. A big part of their value to both buyers and sellers was to create and on line meeting place when the internet was unfamiliar and hard to use for many of their industrial users. So I see them as having somewhat less value than Ebay does. But they won't be a Google type success. Alibaba's market is very differerent than EBay, so I don't see Ebay being going after them. I would expect their competition to come specialized web sites, like a World Plumbing Supplies, Leather Exchange, etc. - The barrier to entry is not really high. Any one with an industrial trade magazine with some international circulation can get in the game. I expect there will be an IPO pop, then the stock may do okay. Get some other opinions, there could be something I am missing.