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Non-Tech : Borders Group (BGP)
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To: blankmind who wrote (204)2/22/1999 12:32:00 PM
From: Trevor Quest  Read Replies (1) of 411
 
Blank. Good article. Here are my 2 cents...

1. No doubt BGP is running third in the internet game behind AMZ and BKS. Is this good news? No. Is it bad news? No. The web site is good and BGP has the resources to make it better.

2. Just as important as having a product on the internet today is being able to deliver on the internet tomorrow. BGP is in a better position then given credit. They have a tremendous distribution system and the CEO comes from the distribution channel. When everyone else has the same price, shipping will separate the big boys from the rest of the pack.

3. Excellent strategic alliances. The exclusive with GO.com can't yet be messured in $$$ because Go.com just came on line last quarter.

Will sales pick up after the Webcast of the Grammy's? You bet!

4. Europe. Europeans are not as quick to jump on the trend. Amazon does not have the same international name recognition and it will be a few years yet before Europeans are on-line and buying. This gives BGP time to catch up and close the gap.

5. BGP can offer people something AMZN can't. The idea of going to a Boarders store and logging on while sitting in their cafe. Its a differential advantage that can't be mimiced easily.

I am not saying BGP will be better then AMZN of BKS or anyone else who commits to the market. What I am saying is at 1.1B market cap BGP looks cheap next to the 2.2B of BKS and 16.3B of AMZN.

Sorry for the long, rambling post - but if anyone made it this far I am interested in comments.

Trevor
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