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


To: Imran who wrote (11332)7/22/1998 6:00:00 PM
From: Bill Harmond  Read Replies (4) | Respond to of 164684
 
>>AMZN is a commodity with no barriers to entry.

Your "no barriers to entry" argument is false. How much would it cost you to garner 3 million accounts today, keep them coming back like Amazon has, and then grow that base as fast as Amazon will? How much do you think Amazon's brand is worth now?

Are there any commerce deals available any longer on the portals? There are plenty of barriers.



To: Imran who wrote (11332)7/22/1998 8:12:00 PM
From: Andeveron  Read Replies (1) | Respond to of 164684
 
>> AOL is a monopoly with significant barriers to entry, AMZN is a commodity with no barriers to entry. <<

Your claim that AOL is a monopoly with significant barriers to entry is false. AOL has no stranglehold on the ISP market nor is it's content a commodity that must be traded.

You statement on AMZN is also misleading. How many companies have spent the hundreds of millions to build a brand that AMZN has? The bears will probably never get it but AMZN is indeed a brand now. It's future in book selling is suspect but it may enter other markets and products where margins are higher. Perhaps software sales will be next and they'll eat EGGS' lunch. The best known retailer on the net is still Amazon. They've spent millions to build their brand and believe it or not, it's future is probably brighter than the bears think.

And please, no analogies to the tired old Tulip craze. There are no parallels here.