Amazon Goes Brick and Mortar: McArdle

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April 3 (Bloomberg) -- On today's “Morning Must Read,” Scarlet Fu recaps the op-ed pieces and analyst notes that provide insight behind today's headlines on Bloomberg Television's “Bloomberg Surveillance.” (Source: Bloomberg)

So really only three or four weeks.

I want to bring in my morning must read.

It is from megan mcardle, a columnist.

"the downside of network strategies is that as soon as the network starts to decay, it is vulnerable to collapse.

Having its advantage rest more in proximity of its warehouses to users actually makes amazon more resilient." when you look at the ipo market, do you see stores, companies reliant on a physical presence able to get into the market?

No, you have seen companies like party city and michael's -- they have been on file for a very long time.

Their pe backers are not able to exit these investments because investors want to see digital, growth, future.

With the brick-and-mortar stores -- the private equity owners have just been holding onto these companies for a long time.

You mentioned toys r us.

The former ceo -- i was speaking with him after thanksgiving -- said there are 80 different ways people can buy.

If they cannot do it, others can.

Thank you so much, leslie

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