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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Tie Zeng who wrote (3720)	4/30/1998 4:33:00 PM
From: Winter	Read Replies (4) \| Respond to of 164684

>>They don't have much competition right now. It is true that there is no barrier to enter. But it is getting harder and harder for new comers as AMZN gets stronger and stronger. There is no barriers to build another AOL or YHOO too.<< I'm sorry but anybody who lumps AOL and Yahoo together and then makes the statement that there are similar barriers to entry between the two doesn't know what the hell is going on. AOL is a nationwide/int'l ISP, that means lots of hardware infrastructure, POPs, etc. There are huge barriers to entry to create another ISP that could handle 14,000,000 subscribers. We're talking about deploying 700,000 modems in various locations. Do you have any idea of what that would take to reproduce in both time and capital? Yahoo is a web site, the barriers to entry are much lower although one might argue that their indexing system would take time to reproduce if one choose that approach (rather than just a web crawler indexer like some other sites) In any case Yahoo/Amazon are on a completely different level than AOL in terms of barriers of entry.