Borders Group (BGP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Borders Group (BGP)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Big Dog who wrote (152)	2/7/1999 4:20:00 PM
From: Jacques Tootight	of 411

Darrell, Just a couple of comments on your post: I would note for you that earnings would have exceeded earnings in that previous comparative quarter had it not been for its e-commerce site. The stock was punished not because of earnings but due to extremely disappointing same store sales in their most important business quarter. I would further note that both AMZN and BKS are losing much more money with their respective e-commerce sites. While that's accurate, it's really irrelevant in analyzing Borders, isn't it. Actually, BKS and AMZN, have been rewarded handsomely for losing that money. Like it or not, that reward has come at Borders expense. The market perceives the web to be the future. Just how much of retailing the web will ultimately account for remains to be seen. In the meantime however, BKS and AMZN are growing their market share, BGP is not. As much as we all love to hate Amazon (read - envy), it's about the stock price isn't it? I think Borders has the better product and I support it, but that noble thought hasn't been very fiscally rewarding. Cheers - RC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next