5.20.2006

Call me crazy

... but I just bought a little AMZN. It's the Wal-Mart of the web. True, you could have bought it for $6 in late 2001, but that was when its survival was in question. Now it's a strong, healthy, profitable company. And it has scale that will be a sustainable competitive advantage.

I might be wrong, but I think this Internet thing that Al Gore invented might have a future.

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Happy Super Tuesday!