This is the first reference I have found in the "1to1 literature" specifically about the quality of the user experience: Timberland Blazes a Better User Experience Trail.
It mentions the importance of navigation and the web experience. Timberland was tracking (disappointing) sales and noticed that design issues were getting in the way. Do some user-centered design and sales climb. Makes sense to me!
Admin note: this was originally blogged in 2003 at my blogger.com account. I moved the entry here in 2006 and took that old blog down.
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