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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael & B.Anne who wrote (6777)	4/16/1999 11:13:00 AM
From: jeffbas	Respond to of 78594

I would agree with you if neither of them had websites for purchasing books. However, under the circumstances, for your assessment to be correct presumes that management is too dumb to divert resources to the better approach (if it is better). My suggested measurement of the trend in store openings is to examine whether the emphasis is changing, not the absolute level of commitment to either real or virtual stores.

To: Michael & B.Anne who wrote (6777)	4/16/1999 12:02:00 PM
From: Grommit	Respond to of 78594

Excuse me, but I think you are oversimplifying and are a bit rigid in your view of the matter. Consider that there are different markets served. Even Delia's is now going to build physical stores. Who'd a thunk it? The key is serving each market profitably. As with most things in this world, I suspect that there is a happy medium where both online and physical stores exist and are profitable. In fact it has to be that way. The only question is what do they (each) look like in 5-10 years.