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Non-Tech : Barnes & Noble (BKS) -- Ignore unavailable to you. Want to Upgrade?

To: Anaxagoras who wrote (1351)5/24/1999 2:26:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 1691
 
Take a look at this:

exchange2000.com

The problem with e-tailing is that margins are non-existent, and I believe that that virtually all of these outfits will lose their competitive advantage as prices will either go up or they will be out of business. One problem is that books, cds, videos, etc are not fungible. That means lots of handling costs. The second problem is that "branding" means exorbitant advertising costs. In fact, if you look at AMZN you quickly discover that all of their expenses are variable. That means that there are no economies of scale. I believe the same thing will happen to BNBN

TTFN,
CTC




To: Anaxagoras who wrote (1351)5/24/1999 2:30:00 PM
From: Bird  Read Replies (1) | Respond to of 1691
 
Anaxagoras said:
>BKS simultaneously sheds both the cash drainer as well as the ballistic revenue >growth driver.

BKS will still retain a 40% stake in BNBN while eliminating
BNBN losses from it's P&L.
If it's a sword, then it's cutting the fat while carving prime rib.

Bird (prime wing)


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