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

To: KeepItSimple who wrote (31618)	12/29/1998 4:46:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>Sounds like Mary Meekers fundamental flaw in her analysis That's your interpretation. I think eBay has taken it, just like I think Yahoo has taken the portal space. They're both pulling ahead from established leadership positions. If you have an article to auction, what choice would you make? I'd head to the biggest marketplace. eBay is benefiting from the principle of network effects, the key element in online success. eBay charges because they can. Amazon discounts less than some other e-tailers because they can. Yahoo raised commerce terms to online brokers because they can. >>Sort of like Barnes and Noble's control of the book market? That's a spurious argument. We're talking the Internet. Barnes and Noble isn't leading the online book market (in spite of their industry savy and "zero barriers to entry") because Amazon has critical mass and is benefiting from network effects. >>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" I don't understand what you mean. This doesn't make any sense to me.