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

To: Michael Burry who wrote (286)	4/18/1999 11:57:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 411

I haven't noticed Amazon's prices being that low. How did you form the conclusion that they're "ridiculously low?" JMHO.

To: Michael Burry who wrote (286)	4/19/1999 6:51:00 AM
From: Zakrosian	Read Replies (1) \| Respond to of 411

Mike - an excellent concise summary of what makes BGP such a good investment. However, what do you think would happen to Borders' earnings if their internet site takes off? The reason I ask is that I do a lot of CD and book buying over the internet. I originally used CDNow, but switched to Amazon because their prices were lower and they sold both books and CD's. For my most recent purchase, I comparison shopped Amazon, B&K, and Borders. Because B&K doesn't sell CD's, they were out. Borders' price on the book I was looking for was 20% lower than Amazon's and their CD prices were pretty much equal. I suspect that all of my internet buying will now go to Borders. If more consumers make the same decision, will this be good or bad for Borders (long-term profitability, not short-term stock price)?