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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end? -- Ignore unavailable to you. Want to Upgrade?

To: Dave Mansfield who wrote (1437)	5/1/1999 7:53:00 PM
From: Siva Uppalapati	Read Replies (2) \| Respond to of 3543

Dave/Mad2, I agree fully with you guys on this tulip mania. I am trying to understand what would be barriers these companies are building like AOL/AMZN/YHOO. I am starting to beleive that branding and awareness about them would be a great strength for them and would effectively build a moat around them. The distribution network they are building is going to be a great barrier for the new comers. I am trying to think from a perspective of trying to evaluate a company like McDonald and Coke about 30-40 years back. Anyone could have said about McDonald, the food is not so tasty and anyone could make it, no service, .... Imagine trying to sell this to a potential franchiseee, asking for a royalty of about 8% sales. But their distribution network, branding and other promotions has created a moat around their business. Can something like that happen with these Internut's which we are not able to see right now, or if it is not there right now can it lead to that moat ? Regards, Siva Uppalapati