-----Original Message-----
From: Chris <[EMAIL PROTECTED]>
To: [EMAIL PROTECTED] <[EMAIL PROTECTED]>
Date: Friday, August 18, 2000 11:28 AM
Subject: Re: CF's Redheaded Stepchild
>At 01:15 PM 8/18/2000 -0400, you wrote:
>>Good explanation, Benjamin.
>>
>>Rey...
>
>Another problem with ToysRUs was that they didn't put much stock in
staying
>the path when things weren't instant profit. Amazon stayed the path,
they
>didn't panic and keep making changes. ToysRus did. And after next
year,
>if we ISP owners actually do get hit with the oft talked about telco
and
>interstate tax codes, all hell will break loose.
>
>We've got a few years to figure out where ecommerce is going to go, and
I
>have a strong feeling a lot of these IPOs are going to eat it and die
for a
>mutlitude of reasons.... but ToysRUs was failing because the economic
model
>was poor, and a brick & mortar company that was turning a profit didn't
>feel huge desire to get involved in something that was going to be a
money
>loser.
>
>When they took on the chair from FAO Schwarz, you knew where they were
going.
>
>CW
It looks like the Amazon deal is little more than a means of keeping
their name in the e-commerce biz. Probably a good move for someone like
ToysRUs, who'll probably be in business ten years from now. They just
need to wait around until most of the other .coms go out of business.
In the meantime, Amazon gets a nice marquee name under which to do
business. I guess Amazon is prepared to loose money for another couple
of years.
It's a shame that Allaire will loose the marketing claim of running
ToysRUs, but given the site's performance during last holiday season, it
may be just as well. I don't imagine Amazon will have much difficulty
dropping ToysRUs catalog into their current site template. Still, along
with the fulfillment end of the operation, it's pretty amazing that they
plan on doing this by the holiday season.
Jim
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