[balbeit]

From a shareholder's perspective, does this mean Barnes & Noble is now, in essence, an e-book reader manufacturer/distributor with a retail presence? And the retail presence just happens to be doing terribly at everything except selling the Nook?

I'm trying to wrap my head around what exactly this means for Barnes & Noble. Any insight would be appreciated!

[thematt]

Hard to say at this point, but I'm not the least bit optimistic. At the rate B&N is burning through cash, Microsoft simply extended their runway an extra three quarters. The fundamental problems with Nook and B&N still exist, so until they announce some compelling change in business direction (other than an app for Win8) I'm not betting on that horse.