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Technology Stocks : eBay - Superb Internet Business Model -- Ignore unavailable to you. Want to Upgrade?

To: Brian K Crawford who wrote (2338)	3/19/1999 1:04:00 PM
From: George Gotch	Respond to of 7772

AOL and Ebay are two different things. Gateways to the net will always grow much Faster, due to the general growth of the web. Also, the barriers of entry are much greater for going against AOL versus EBAY. I am not negative on the concept or the company, but, like most investors that are web clueless they miss the point on the net. The ones who will make real money, not selling insiders shares, will be the infrastructure builders and gateway providers. Something's within will have success, but with more competition will make it a razor thin margin environment. Look at AMZN. Whoopee, they are growing sales to the moon. Well, if they can't pull it to the bottom line now, when the mania is at this stage, how are they going to do it when it is a more competition evades the market?