Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Burry who wrote (292)	4/19/1999 11:31:00 AM
From: The Philosopher	Read Replies (1) \| Respond to of 411

I missed that statement. Got a URL?

To: Michael Burry who wrote (292)	4/19/1999 1:15:00 PM
From: rrufff	Read Replies (1) \| Respond to of 411

Excellent strategy by management which is why I established a position. The various sites are basically commoditized. Borders will get its share of internet business and won't have to do a lot of advertising because it will piggy back off Amazon's huge internet budget. Anyone sophisticated enough to buy internet knows the various sites for each product. Furthermore, the recent craze of sites comparing vendors will push this trend further. Borders.com will probably make money way before Amazon.com. If it doesn't, the company has stated that it won't be pouring money into it. So it's a win - win. The stores will survive and keep making money.