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Non-Tech : Barnes & Noble (BKS)

BKS 6.490

0.0%

Aug 19 5:00 PM EST

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To: American Spirit who wrote (1119)	5/11/1999 11:12:00 PM
From: Mark[ox5]	Read Replies (4) of 1691

P.S. Who is Barnes and Noble.com stealing market share from? #1 Amazon.com .. true #2 Barnes and Noble mortar book stores.. true What your failing to see is that book sales (which is ALL BNBN does RIGHT NOW) is not an evergrowing pie... there is finite amount of sales in the sector...or any commodity sector... thats why PE ratios of book stores suck.. its not high growth. You can only read so many books a year. Contrast that to say Ameritrade or Etrade... what do they sell? Transactions... its an unlimited supply, and many times unsatiated demand... when you "buy" something from them (commission) there isnt a 400 page book sitting on your desk.. making you feel guilty to read it... you just press a button and you pay etrade $14... then you press it again 10 minutes later.. and whoa.. another $14... continue a few times a day.. a few times a week... there is no finite top to it. Contrast that to a business model of selling books ... That is the difference. (to me) I love the internet sector but ecommerce.. even though it will grow incredibly .. will always be screwed by low margins... vs other sectors in the market. Anyhow, your right it's all moot... lets just get back to hyping for 2 more weeks so we can all sell out.. its all a game of hot potato anyway with these internets ... (don't be the last one holding the bag) GRIN Mark

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