SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Burry who wrote (286)4/19/1999 6:51:00 AM
From: Zakrosian  Read Replies (1) of 411
 
Mike - an excellent concise summary of what makes BGP such a good investment. However, what do you think would happen to Borders' earnings if their internet site takes off? The reason I ask is that I do a lot of CD and book buying over the internet. I originally used CDNow, but switched to Amazon because their prices were lower and they sold both books and CD's.

For my most recent purchase, I comparison shopped Amazon, B&K, and Borders. Because B&K doesn't sell CD's, they were out. Borders' price on the book I was looking for was 20% lower than Amazon's and their CD prices were pretty much equal. I suspect that all of my internet buying will now go to Borders. If more consumers make the same decision, will this be good or bad for Borders (long-term profitability, not short-term stock price)?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News