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To: Bill Harmond who wrote (23789)10/29/1998 10:35:00 PM
From: Gary Walker  Respond to of 164684
 
>That is literally unfortunate.

No pun intended I presume...

>I enjoyed sparring with you in 1996, but apparently you don't have the same appetite now.

dito...an eye for an eye rather than do unto others....forgot myself for a moment. Mockery brings out the worst in people....

My son works at Borders...this is the team that spun off from K-mart. They are a pretty savy bunch. I'm guessing that they don't intend to be steam rolled by AMZN. That's why their prices are very competitive.

They could crush AMZN if they so desire. My guess is that they will wait until the debt is overwhelming and then strike. AMZN will have to raise prices to survive and that's when customers will flee in masses.

Walmart won't be sitting on their hands. I say that those with the wholesale, retail, and distribution systems will win this war.

There are no impediments for customers to move from AMZN to Borders. AOL did have those impediments and thus grew their position overtime.

While I guessed right re. NSCP, I missed the AOL. I didn't anticipate the reluctance to switch by AOL's customers email, e-talk, etc. AMZN has no impediments and zillions of competitors. I don't like any business with this many kbc.com competitors.

Wacked today, back tomorrow...



To: Bill Harmond who wrote (23789)10/30/1998 11:00:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 

B&N and Borders' biggest liability is their stores. Those leases are debt...a mill stone
around their necks, and the stores pay for themselves only at Christmas time.


William,

You are missing the year round advertising by their presence. The touch and feel of the experience. The beauty of the store and the enjoyment to browse. What do you do for fun?

Glenn