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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 233.23

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12:59 PM EST

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To: Glenn D. Rudolph who wrote (123454)	4/11/2001 12:39:00 PM
From: Alomex	Read Replies (4) of 164684

How many books does borders.com sell? I think it would it be safe to say that this agreement essentially amounts to one more distribution facility taken over by a third party. The deal in this case seems to be "Borders agrees (to what in practice is) to take over the lease at one of Amazon's distribution centers" and in exchange "Amazon lends borders their amazing e-commerce database --Amazon's main competitive advantage-- so they too can benefit from it". IMHO this deal is extremely one sided in favour of Borders, and the only reason Amazon agreed to it is because it desperately needs to get rid of its overbuilt distribution center capacity.

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