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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (5682)	1/11/1999 1:50:00 AM
From: Bob Rudd	Read Replies (1) of 78681

Jeffrey: Good response to Amazon v Walmart. In support of this, note that prior to Barnes & Noble, Amazon didn't offer 30% /20% discounts nearly across the board. They had to match B&N's discount structure or game over. Now there's several shopbot's devoted to books [and many other net categories] that will keep these guys profitless forever...or at least at margins that make current valuations ludicrous. Also, now that Amazon is building distribution centers, they are going to have to deal with a lot of real world stuff..like slippage [It fell off the truck], unions, logistics..that they used to let Ingram do. It took Ingram quite awhile to learn to deal with this stuff and it's going to be interesting to see the Amazonians climb the learning curve.

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