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.

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

To: Bill Harmond who wrote (31616)	12/29/1998 4:28:00 PM
From: Mandinga	Read Replies (1) \| Respond to of 164684

IT IS TOTALLY DIFFERENT. THOSE ARE CAPITAL INTENSIVE INDUSTRIES. What does setting up a business like eBay cost? ha. it's a joke. Don't get me wrong here, I love ebay. I think it's a great business model, but worth tens of billions, NEVER.

To: Bill Harmond who wrote (31616)	12/29/1998 4:33:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

> Forget "zero barriers to entry"! It's not a viable argument. Sounds like Mary Meekers fundamental flaw in her analysis of why her golden picks will succeed- nobody will ever compete with them. >An established franchise is a formidable barrier to entry. Sort of like Barnes and Noble's control of the book market? Is it or isnt it? Can't you people make up your minds? When Amazon decides it is going to move into different retailing markets, "there is no barrier to entry." (ie amazon can just go into whatever market it wants and control it) But when one of Meeker's companies is in a competitive fight with an established company, the mantra is "barriers to entry are too high" You can't have it both ways!

To: Bill Harmond who wrote (31616)	12/29/1998 4:55:00 PM
From: Peter J Hudson	Read Replies (2) \| Respond to of 164684

William, Please explain what Amazons established franchise is and how it constitutes a barrier to entry. Franchise: 1 : freedom or immunity from some burden or restriction vested in a person or group 2 a : a special privilege granted to an individual or group; especially : the right to be and exercise the powers of a corporation b : a constitutional or statutory right or privilege; especially : the right to vote c (1) : the right or license granted to an individual or group to market a company's goods or services in a particular territory; also : a business granted such a right or license (2) : the territory involved in such a right 3 a : the right of membership in a professional sports league b : a team and its operating organization having such membership Please give your definition of "franchise"

To: Bill Harmond who wrote (31616)	12/29/1998 7:44:00 PM
From: llamaphlegm	Read Replies (2) \| Respond to of 164684

William: you're keeping me busy. for analytical purposes, kindly define the following terms that you use. <<<Forget "zero barriers to entry"! It's not a viable argument. An established franchise is a formidable barrier to entry. Otherwise you could claim the cola, or cereal, or million other goods and services have zero barriers, too.>>> "established" -- tenure of establishment, is it impervious to erosion? "franchise" -- among whom, does it preclude switching for price? "formidable" -- Coke is unique, Rice Krispies is unique, Frosted Flakes -- amzn doe not have 3 cute guys on it's carton, it merely is a place where i can buy a book about the three cute guys ... who cares lp