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Agreed to a certain extent. The real question you have to ask is "If they hit their scaling targets, would it be successful", for Amazon, the answer was yes (thought there were significant doubts whether or not they could hit their targets). For Groupon, people question if they could be successful even if they hit their scaling targets.

BTW, people also questioned AOL for shipping all those CD's and counting it as an investment instead of a marketing expense.




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