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


To: Scotsman who wrote (88)1/9/1999 2:01:00 PM
From: david thor  Respond to of 411
 
Scotsman,

I believe I understand your opinions on Amazon and Border's, and I did think about how an Amazon investor might view a deal with a company like Border's, but I would bet that a combination would be a validation of each other's model with the realization that there can be a lot of commonalities between the two.

In another business, I look at Worldcom/MCI and Airtouch, a rumored combination. Some have said this invalidates Worldcom's catering to the business customer. That's silly (and inaccurate, too). When they bought MCI, they bought into the consumer market in a huge way. If they went for Airtouch (which I hope they don't get, for personal reasons), the combination would be powerful.

Whether you visit a site by finger or foot, there has to be a physical presence behind it. I disagree with your observation that Barnes and Noble is a more sociable place than Border's - I think the opposite.

Good investing,
Dave