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Perhaps the other useful part of the Amazon analogy is that I believe that GroupOn will slowly be eaten alive by competitors unless they bring some real business and/or tech innovation.

Last I saw, LivingSocial's trajectory was steeper than GroupOns. I think we can expect LivingSocial to go public soon so they can add some cash to their war chest.



This would be great. I'd gladly be in a situation where I could split investment dollars between two large growing competitors in a market situation like this.




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