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Non-Tech : Borders Group (BGP) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (67)	1/8/1999 7:21:00 PM
From: M CAHILL	Respond to of 411

I wouldn't be surprised if DELL and AMZN are not around ten years from now. Intel may buy Sony and Apple and put all the box makers out of business along with MSFT. Ten years from now why would I buy a $100 computer from DELL ... then I'd have to spend $10 to ship it back when it breaks. If I have to spend another $2000 -$4000 on my next system it better do the dishes. I got a new Compaq and may not buy another system until it they are completely solid state, with no moving part or buggy software to load. And if Sony sales one that controls my TV, Sat. dish, toaster, microwave, video camera, keyboard, vcr, stereo and car radio... why would I buy from DELL. Everybody is going to sale online next year. If you don't have bricks and mortor you won't have nothing but a website.

To: Sam Citron who wrote (67)	1/8/1999 8:30:00 PM
From: blankmind	Read Replies (1) \| Respond to of 411

Online commerce does threaten bricks-and-mortar commerce mainly because of savings on overhead and inventory... this is a myth. how many internet stores are making money? shipping costs and packaging eat up the savings and more. there have been articles on this and the myth people hold about the savings.

To: Sam Citron who wrote (67)	1/9/1999 10:08:00 AM
From: david thor	Read Replies (2) \| Respond to of 411

<While Amazon.com may be way overpriced at this point in time, the price discovery mechanism of the market suggests that they are on to something big> Sam, I agree with most of what you said, but I hope your assessment was strictly related to the companies, not their stocks. I think BGP stock should be somewhat higher than it is and that AMZN stock is driven 100% by greed. The incredible situation that exists - that I never would have thought possible - is that Amazon could bid for Border's (or Barnes and Nobles) based on their market cap, a la Worldcom! They would be vaulted into another level of respectability and ...well... who knows what will happen next? Border's, a year ago, was considered to be at the top of their class in using computers to maintain and predict inventory. Let's hope this quality still exists and '99 will be fine! Dave