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To: Dave Carlton who wrote (14228)11/19/1999 6:14:00 PM
From: David Wiz  Read Replies (3) | Respond to of 19700
 
I'm in the market for a bunch of furniture, and I checked out Furniture.com. I was not impressed by the selection or the prices. Even if I was, I would have been hesitant to buy. But then again, I don't think I would ever buy furniture from a print catalog either.

Dumb concept. Would any smart consumer buy a couple of gallons of latex from a jpeg seen on PaintYourDiningRoom.com? I don't think so.

I've been long CMGI since 12/98 and financed a major renovation by selling 1/4 of my holdings last spring at 95 and 150. I'm not going to waste any money buying from Furniture.com nor investing in the IPO.

But maybe it will do well with the Home Shopping Network folks. So be it.



To: Dave Carlton who wrote (14228)11/20/1999 6:41:00 PM
From: Scarecrow  Respond to of 19700
 
Dave:

RE: I also think Furniture.com is viable. Over the last year we furnished a whole house. We went shopping at various retailers, looked at the furniture, checked out furniture.com

With all due respect, I think you're proving my point. You wouldn't buy furniture over the Web without testing it first at a retailer. I think you're like most people in that respect.

So that means that Furniture.com's business model relies on the very retailers that it competes with. That's one weird strategy, if you ask me...

Autobytel.com has it better: They sell over the Web but deliver THROUGH the retailers, so they cooperate with the channel. Furniture.com uses/abuses retailers and then steals their sales. That practically SCREAMS for retailers to become clicks-and-mortar businesses which would, IMHO, wipe out pure Web-only strategies.