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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (5)	3/16/1998 12:00:00 PM
From: Jay Rommel	Read Replies (4) \| Respond to of 387

> Doubt it. AMZN looks like the Gorilla of ecommerce I think we are talking about 2 different companies here ... How do you compare a software company to an on-line book store??? Also, have you read the book? If you did, you will note that Moore himself never called AMZN a gorilla. Check out pages 22 and 26. If you are going to call AMZN the Gorilla of ecommerce then what about e-trade, DELL, Charles Schwab, FEDEX, CSCO, etc. ALL these companies conduct business via ecommerce right now and yet they do not compete with each other. What software/hardware are these companies using to do ecommerce? NSCP, MSFT, what about Sterling Commerce???

To: Wizard who wrote (5)	3/30/1998 8:38:00 AM
From: RocketMan	Read Replies (4) \| Respond to of 387

AMZN can not qualify for a gorilla, according to the book's parameters. A gorilla company is one that can corner a market and essentially establish a monopoly, driving others out or forcing them to play by their rules. Microsoft is a prime example. A bookstore is about as anti-gorilla as you can get. No proprietary technology, strong competition, etc. Nothing wrong with AMZN per se (other than its sky-high value), but it is not a gorilla and never will be.