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Old 12-06-2010, 05:08 PM   #10
SensualPoet
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It might make sense to keep both brands but merge back-end and supply systems. Clearly, a new model is needed for servicing customers and neither chain has figured that out yet.

I'd also wait till Thu Dec 9 before getting too "het up" about the notion: that's when Border's reports quarterly performance.

Burkle is pretty much out of the picture as far as B&N is concerned; the question is what sort of bath he'd take at $16 a share. The B&N board will have to figure out: which is best? merger or go it alone? Borders does bring some international exposure which is very much needed by B&N if it is serious about the Nook.

Which ever way you slice this, it's the battle of the pipsqueaks.
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