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Barnes & Noble, Inc. Message Board

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  • RETAILexecutive RETAILexecutive Oct 28, 2010 1:24 PM Flag

    Here's what B&N needs to do...

    This stock will no doubt go lower and if it does go higher I agree with the short side traders. The business model of B&N has some merit. I spend about $500-600 a month there. I love the way they fill the Starbuck's Mission Stement. The comfortable place between the office and home. I in fact have made it an office. I meet clients there all the time. Make stock trades and work the Yahoo boards from there. It gives me a nice place to go and meet and speak with friends as well. Continental breakfast, light lunch, trades, client meeting, hang with pals . Like a great bar without drunks. Not bad. Too many people do what I do without spending much money but that could be changed in my opinion.
    Electronic media will continue to gut profits against the standard large format bookstore like Borders and B&N in my opinion.
    There is alas no real barrier to entry to become a player in the electronic book/media business.So the way out of this mess is to optimize the available traffic and build new traffic that is compatible with this customer base. There are several opportunities around that are already operating. THINK OUT OF THE BOX is required here.Electronic books is a start but not enough. TEST<TEST>TEST> TEST. Implement roll out. Do something. You can not make a mistake that risks anything but continuing to just hope that better execution or some such nonsense will get it right ha! Forget about it. No one will buy this monster in the current paradigm. NO ONE. I will miss it when it goes but so many others will just go to AMZN. Hope for the best but there has really been not activity that suggests major strategic change will be made. It is not even evident that they know it is required. Burkle certainly would do something with it if he could. Unfortunately Riggio has snookered him and the rest of the shareholders with onerous poison pill provisions. That is why there will be no transation rather han someday a chapter 11 which is in the cards down the line as the erosion under this strategy will continue in my opinion. I showed up too late to short unless this dog could rally back to 18.I will write some naked calls ( sell ).While that is a short it is really not a worthwhile long term investment strategy. Ha! I am guilty of the B&N corporate strategy. Well off to another cup of delicious coffee at the cafe. Good luckto the longs you will really need it.

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    • There is alas no real barrier to entry to become a player in the electronic book/media business

      okaaay... try calling up the heads of the all (or any) of the major publishing company's and asking for digital distribution rights for their books. Let me know how that goes.

      The tech is easy enough, though.

      • 1 Reply to popnfresh100
      • Greed and fear rocks their boat just like any other industry. They are always open to a business proposition that is good and growing their revenue and profit base. Very low barrier to entry.The thing is the future for B&N must depend on improving their paradigm beyong electronic distribution.They will always be a far 2nd position to AMZN in that segment. The leverage they have is also their current weakness and that is the Bricka and Mortar. It really does not take that much to make it a better performing asset in my opinion.

 
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