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Contents vii

3 Marketing Strategy: Partnering to


Build Customer Engagement, Value,
and Relationships 57
THE COMPANY’S MACROENVIRONMENT
Competitors 95
95

MARKETING HIGHLIGHT 4.1 VISIT INDY—DESTINATION DIGITAL MARKETING 96


Demographic Environment 97
NATURE OF HIGH-PERFORMANCE BUSINESS 59 The Changing American Family 102
Stakeholders 59 Economic Environment 103
Processes 60 Natural Environment 104
Resources 60 Technological Environment 105
Organization 60 Political Environment 106
CORPORATE STRATEGIC PLANNING: DEFINING Cultural Environment 107
MARKETING’S ROLE 61 RESPONDING TO THE MARKETING ENVIRONMENT 109
Defining the Corporate Mission 62 Environmental Scanning 109
Setting Company Objectives and Goals 64 CHAPTER REVIEW 110
Designing the Business Portfolio 64 IN-CLASS GROUP ACTIVITIES 112
MARKETING HIGHLIGHT 3.1 ACCORHOTELS GROUP: MARRIAGE WITH EXPERIENTIAL EXERCISES 112
ONEFINESTAY, A LUXURY VACATION RENTAL PLATFORM 66
REFERENCES 112
PLANNING MARKETING: PARTNERING TO BUILD
CUSTOMER RELATIONSHIPS 68

5
Partnering with Other Company Departments 68 Managing Customer Information to
Partnering with Others in the Marketing
System 69
Gain Customer Insights 116
MARKETING STRATEGY AND THE MARKETING INFORMATION AND CUSTOMER
MARKETING MIX 69 INSIGHTS 118
Customer Value-Driven Marketing Strategy 70 Marketing Information and Today’s “Big
Developing an Integrated Marketing Mix 71 Data” 119
MANAGING THE MARKETING EFFORT 72 Managing Marketing Information 120
Marketing Analysis 72 THE MARKETING INFORMATION SYSTEM 120
Goal Formulation 75 Assessing Information Needs 120
Marketing Planning 76 Developing Marketing Information 121
Implementation 77 MARKETING RESEARCH 129
Feedback and Control 77 Defining the Problem and Research
MEASURING AND MANAGING RETURN ON Objectives 130
MARKETING INVESTMENT 77 Developing the Research Plan 131
CHAPTER REVIEW 78 MARKETING HIGHLIGHT 5.1 ETHNOGRAPHIC RESEARCH: WATCHING WHAT
IN-CLASS GROUP ACTIVITIES 80 CONSUMERS REALLY DO 134
EXPERIENTIAL EXERCISES 80 MARKETING HIGHLIGHT 5.2 ZMET: GETTING INTO THE HEADS OF
REFERENCES 81 CONSUMER 138
MARKETING HIGHLIGHT 5.3 PROS AND CONS OF ONLINE RESEARCH 140

II
MARKETING HIGHLIGHT 5.4 A “QUESTIONABLE” QUESTIONNAIRE 142
Implementing the Research Plan 146
PART Understanding the Interpreting and Reporting the Findings 146
MARKETING HIGHLIGHT 5.5 RESEARCH PROBLEM AREAS 147
Marketplace and
MARKETING HIGHLIGHT 5.6 HSMAI’S KNOWLEDGE CENTER: A GREAT SOURCE OF
Customer Value 85 MARKETING INFORMATION 148
INTERNATIONAL MARKETING RESEARCH 149

4
MARKETING RESEARCH IN SMALLER
Analyzing the Marketing ORGANIZATIONS 150
Environment 87 CHAPTER REVIEW 150
IN-CLASS GROUP ACTIVITIES 152
THE COMPANY’S ENVIRONMENT 89 EXPERIENTIAL EXERCISES 152
THE MICROENVIRONMENT 89 REFERENCES 153
The Company 89
Existing Competitors 90
Suppliers 91
Marketing Intermediaries 92
Customers 94
6 Consumer Markets and Consumer
Buying Behavior 156
A MODEL OF CONSUMER BEHAVIOR 157
Publics 94
PERSONAL CHARACTERISTICS AFFECTING CONSUMER
BEHAVIOR 158
viii Contents

Cultural Factors 158 Segmentation of Group Markets by Purpose of the


Social Factors 161 Meeting 198
MARKETING HIGHLIGHT 6.1 TAPPING SOCIAL MEDIA MOMS AS BRAND Restaurants as a Meeting Venue 199
AMBASSADORS 164 DEALING WITH MEETING PLANNERS 199
Personal Factors 166 CHAPTER REVIEW 200
Psychological Factors 169 IN-CLASS GROUP EXERCISES 201
MARKETING HIGHLIGHT 6.2 SENSORY MARKETING—A POWERFUL TOOL FOR EXPERIENTIAL EXERCISE 202
HOSPITALITY BUSINESSES 170 REFERENCES 202
THE BUYER DECISION PROCESS 173

8
Need Recognition 173
Information Search 174 Customer-Driven Marketing
Evaluation of Alternatives 174 Strategy: Creating Value for Target
Purchase Decision 175 Customers 204
Postpurchase Behavior 175
MARKETS 206
MARKETING HIGHLIGHT 6.3 UNIQUE ASPECTS OF HOSPITALITY AND TRAVEL
CONSUMERS 176 MARKET SEGMENTATION 206
CHAPTER REVIEW 177 Geographic Segmentation 207
IN-CLASS GROUP EXERCISES 178 Demographic Segmentation 208
EXPERIENTIAL EXERCISE 179 MARKETING HIGHLIGHT 8.1 TARGETING FAMILIES BY TARGETING KIDS 209
REFERENCES 179 Psychographic Segmentation 211
MARKETING HIGHLIGHT 8.2 W HOTELS: A LIFESTYLE HOTEL 212

7
Behavioral Segmentation 213
Organizational Buyer MARKETING HIGHLIGHT 8.3 DUNKIN’ DONUTS: TARGETING THE AVERAGE JOE 214
Behavior 182 Using Multiple Segmentation Bases 215
Requirements for Effective Segmentation 216
MARKET TARGETING 217
THE ORGANIZATIONAL BUYING PROCESS 184
Evaluating Market Segments 217
Business Markets 184
Selecting Market Segments 218
Market Structure and Demand 184
Choosing a Market-Coverage Strategy 220
Nature of the Buying Unit 185
MARKET POSITIONING 221
Types of Decisions and the Decision Process 185
Positioning Strategies 221
PARTICIPANTS IN THE ORGANIZATIONAL BUYING
Choosing and Implementing a Positioning
PROCESS 185
Strategy 222
MAJOR INFLUENCES ON ORGANIZATIONAL
BUYERS 187
Differentiating Competitive Advantages 222
ORGANIZATIONAL BUYING DECISIONS 188
Choosing the Right Competitive Advantages 225
1. Problem Recognition 188 Selecting an Overall Positioning Strategy 226
2. General Need Description 188 Communicating and Delivering the Chosen
Position 226
3. Product Specification 188
Positioning Measurement: Perceptual
4. Supplier Search 189
Mapping 227
5. Proposal Solicitations 189
CHAPTER REVIEW 228
6. Supplier Selection 189
IN-CLASS GROUP ACTIVITIES 230
7. Order-Routine Specification 189
EXPERIENTIAL EXERCISE 230
MARKETING HIGHLIGHT 7.1 CORPORATE PROCUREMENT’S INVOLVEMENT IN
PURCHASING MEETINGS 190 REFERENCES 230
8. Performance Review 190
E-Procurement and Online Purchasing 190
Business-to-Business Digital and Social Media
Marketing 191
HOSPITALITY GROUP MARKETS 192
PART III Designing Customer
Value-Driven Strategy
Conventions 192 and Mix 233
Convention Bureaus 193
ASSOCIATION MEETINGS 194
Corporate Meetings 194
Small Groups 195
Incentive Travel 195
SMERFs 196
9 Designing and Managing Products and
Brands: Building Customer Value 235
WHAT IS A PRODUCT? 237
MARKETING HIGHLIGHT 7.2 GREEN MEETINGS—THE RIGHT THING TO DO FOR PRODUCT LEVELS 238
THE ENVIRONMENT AND BUSINESS 197 Core Products 238
Contents ix

Facilitating Products 238


Supporting Products 239
Augmented Product 240
11 Pricing: Understanding and
Capturing Customer Value 296
FACTORS TO CONSIDER WHEN SETTING PRICES 298
BRANDING STRATEGY 245 Internal Factors Affecting Pricing Decisions 299
Building Strong Brands 245 External Factors Affecting Pricing Decisions 302
Brand Equity and Brand Competitors’ Prices and Offers 308
Value 246
GENERAL PRICING APPROACHES 309
Brand Positioning 247
Cost-Based Pricing 309
Brand Name Selection 248
Break-Even Analysis and Target Profit Pricing 310
Leveraging Brands 249
Value-Based Pricing 311
Brand Portfolios 250
Competition-Based Pricing 312
MARKETING HIGHLIGHT 9.1 EXTENDING YOUR BRAND TO CHINA: WHAT NAME DO
PRICING STRATEGIES 312
YOU USE? 251
New-Product Pricing Strategies 312
THE NEW-PRODUCT DEVELOPMENT 252
Existing-Product Pricing Strategies 313
Idea Generation 253
REVENUE MANAGEMENT 316
IDEA SCREENING 255
MARKETING HIGHLIGHT 11.1 SEGMENTED PRICING: THE RIGHT PRODUCT TO
Concept Development and THE RIGHT CUSTOMER AT THE RIGHT TIME FOR THE RIGHT PRICE 316
Testing 256
Dynamic Pricing 319
Marketing Strategy 257
BAR Pricing 320
Business Analysis 257
Rate Parity 320
Product Development 258
Nonuse of Revenue Management 320
Test Marketing 258
Overbooking 321
Commercialization 259
PSYCHOLOGICAL PRICING 321
PRODUCT LIFE-CYCLE STRATEGIES 259
Price Endings 321
Introduction Stage 261
Promotional Pricing 322
Growth Stage 261
Value Pricing—Low Price Approach 322
Maturity Stage 261
MARKETING HIGHLIGHT 11.2 RYANAIR USES VALUE PRICING TO ATTRACT
Decline Stage 263 CUSTOMERS AND GAINS REVENUE FROM EXTRA SALES 323
Product Deletion 264 PRICE CHANGES 324
INTERNATIONAL PRODUCT AND SERVICE Initiating Price Changes 324
MARKETING 265
Responding to Price Changes 325
CHAPTER REVIEW 266
CHAPTER REVIEW 326
IN-CLASS GROUP EXERCISES 267
IN-CLASS GROUP EXERCISES 328
EXPERIENTIAL EXERCISES 267
EXPERIENTIAL EXERCISE 328
REFERENCES 268
REFERENCES 328

10 Internal Marketing 272

INTERNAL MARKETING 273


12 Distribution Channels Delivering
Customer Value 331
Post Face-to-Face Guest PARTNERING TO ADD VALUE 332
Relations 274 Supply Chains and the Value Delivery
MARKETING HIGHLIGHT 10.1 PINEHURST RESORT & COUNTRY CLUB “DO WHAT’S Network 332
RIGHT” 275 Nature and Importance of Distribution
THE INTERNAL MARKETING PROCESS 275 Systems 333
Establishment of a Service Nature of Distribution Channels 333
Culture 276 HOSPITALITY DISTRIBUTION CHANNELS 336
Development of a Marketing Approach to Human Direct Channels 337
Resources Management 280 Online Travel Agencies 338
Dissemination of Marketing Information to Global Distribution Systems 339
Employees 288 Travel Agents 340
MARKETING HIGHLIGHT 10.2 INTERNAL MARKETING IN ACTION: LEWIS MARKETING HIGHLIGHT 12.1 CHANGING MARKET DYNAMICS 340
HOTELS 289 Travel Wholesalers and Tour Operators 341
CHAPTER REVIEW 292 Specialists: Tour Brokers, Motivational Houses, and
IN-CLASS GROUP EXERCISES 293 Junket Reps 342
EXPERIENTIAL EXERCISE 293 Hotel Representatives 343
REFERENCES 293 National, State, and Local Tourist Agencies 343
x Contents

14
Consortia and Reservation Systems 343 Promoting Products:
Restaurant Distribution Channels 344
Public Relations and Sales
CHANNEL BEHAVIOR AND THE ORGANIZATION 345
Channel Behavior 345 Promotions 395
Channel Organization 346 PUBLIC RELATIONS 397
MARKETING HIGHLIGHT 12.2 RESTAURANT FRANCHISING 348 Major Activities of PR Departments 397
CHANNEL MANAGEMENT 350 MARKETING HIGHLIGHT 14.1 EXTREME SPORTS BRING PUBLICITY AND
Selecting Channel Members 350 TOURISTS 399
Determining Responsibilities of Channel Publicity 399
Members 352 THE PUBLIC RELATIONS PROCESS 400
Selecting Business Location 352 Conducting Research 400
CHAPTER REVIEW 354 Establishing Marketing Objectives 401
IN-CLASS GROUP EXERCISES 356 Defining the Target Audience 402
EXPERIENTIAL EXERCISES 356 Choosing the PR Message and Vehicles 402
REFERENCES 357 Implementing the Marketing PR Plan 404
Evaluating PR Results 404

13
PR OPPORTUNITIES FOR THE HOSPITALITY
Engaging Customers and INDUSTRY 405
Communicating Customer Value Promoting Individual Properties 405
and Advertising 358 Promoting via Storytelling 405
Crisis Management 406
THE PROMOTION MIX 360
MARKETING HIGHLIGHT 14.2 CHESHIRE’S BEST KEPT STATIONS, CHESHIRE,
INTEGRATED MARKETING COMMUNICATIONS 360 UNITED KINGDOM 407
The New Marketing Communications Model 361 Sales Promotion 409
MARKETING HIGHLIGHT 13.1 THANKS, JUST DON’T CALL IT ADVERTISING: IT’S Local Area Marketing (Neighborhood
CONTENT MARKETING 363 Marketing) 416
The Need for Integrated Marketing CHAPTER REVIEW 417
Communications 365
IN-CLASS GROUP EXERCISES 419
DEVELOPING EFFECTIVE MARKETING
EXPERIENTIAL EXERCISE 419
COMMUNICATION 365
REFERENCES 419
A View of the Communication Process 365
STEPS IN DEVELOPING EFFECTIVE

15
COMMUNICATIONS 367
Identifying the Target Audience 367 Professional Sales 422
Determining the Communication Objective 367
Designing the Message 369 RESULTS 423
Selecting Communication Channels 370 MANAGEMENT OF PROFESSIONAL SALES 424
MARKETING HIGHLIGHT 13.2 THANK YOU—A GREAT PERSONAL
NATURE OF HOSPITALITY SALES 424
COMMUNICATION 371
Competitive Analysis and Competitive Sets 426
Selecting the Message Source 372
SALES FORCE OBJECTIVES 426
Collecting Feedback 373
Sales Volume 427
SETTING THE TOTAL PROMOTION BUDGET AND
MIX 374 Upselling and Second-Chance Selling 427
Setting the Total Promotional Budget 374 Market Share or Market Penetration 427
Shaping the Overall Promotion Mix 375 Product-Specific Objectives 428
ADVERTISING 379 SALES FORCE STRUCTURE AND SIZE 428
Major Decisions in Advertising 379 Territorial-Structured Sales Force 428
International Advertising Decisions 389 Market-Segment-Structured Sales Force 429
CHAPTER REVIEW 390 Market-Channel-Structured Sales Force 429
IN-CLASS GROUP EXERCISES 392 Customer-Structured Sales Force 430
EXPERIENTIAL EXERCISES 392 Combination-Structured Sales Force 430
REFERENCES 392 Sales Force Size 431
Contents xi

ORGANIZING THE SALES DEPARTMENT 433 TRADITIONAL FORMS OF DIRECT MARKETING 483
Inside Sales Force 433 Direct-Mail Marketing 483
Field Sales Force 434 Telephone Marketing 483
Team Sales 435 Kiosk Marketing 484
RELATIONSHIP MARKETING AND STRATEGIC Interactive TV 484
ALLIANCES 436 ONLINE PRIVACY AND SECURITY 485
RECRUITING AND TRAINING A PROFESSIONAL SALES CHAPTER REVIEW 486
FORCE 437 IN-CLASS GROUP EXERCISES 487
Importance of Careful Selection 437 EXPERIENTIAL EXERCISE 488
Establishing a Profile of Desired Characteristics REFERENCES 488
Matching the Corporate Culture 438
Matching Career Acquisitions with Corporate
Objectives 438
Sales Force Training 439
MANAGING THE SALES FORCE 441
PART IV Managing Hospitality
and Tourism
Selecting Sales Strategies 441
Sales Force Tactics: Principles of Personal Marketing 491
Selling 443
Motivating a Professional Sales Force 447
Evaluation and Control of a Professional Sales
Force 449
Peer-to-Peer Sales 452
17 Destination Marketing 493

MARKETING TOURISM DESTINATIONS 495


Networking 452
SOCIAL SELLING: ONLINE, MOBILE, AND SOCIAL The Globalization of the Tourist Industry 495
MEDIA TOOLS 453 The Tourism Destination 496
Social Selling: Online, Mobile, and Social Media Destination Marketing System 497
Tools 453 Destination Competitiveness 499
CHAPTER REVIEW 454 Sustainable Tourism 502
IN-CLASS GROUP EXERCISES 456 TOURISM DEVELOPMENT AND INVESTMENTS 505
EXPERIENTIAL EXERCISE 456 MARKETING HIGHLIGHT 17.1 CUBA TOURISM DEVELOPMENT: A TIME
REFERENCES 456 TRAVEL 506
Tourism Events and Attractions 507

16
Destination Life Cycle: Rejuvenating a
Direct, Online, Social Media, and Destination 513
Mobile Marketing 459 SEGMENTING AND MONITORING THE TOURIST
MARKET 514
DIRECT AND DIGITAL MARKETING 461
Agritourism 516
The New Direct-Marketing Model 461
Space Tourism 517
Benefits of Direct and Digital Marketing to Buyers
Multiday Hiking and Religious Pilgrimages 517
and Sellers 462
Medical Tourism 518
Forms of Direct and Digital Marketing 463
Genealogical Tourism 519
DIGITAL AND SOCIAL MEDIA MARKETING 463
Identifying Target Markets 519
Marketing, the Internet, and the Digital Age 463
Classification of Visitor Segments 520
Online Marketing 465
Monitoring the Tourist Markets 521
Social Media Marketing 469
COMMUNICATING WITH THE TOURIST MARKET 522
Mobile Marketing 474
Competition for Visitors Involves Image
CUSTOMER DATABASES AND TRADITIONAL DIRECT
MARKETING 476
Making 522
Database Uses 476 Branding Destinations 523
Personalization, Disclosure of Information, and Effectiveness of Advertising/Promotion 524
Value for the Customers 478 Developing Packages of Attractions and
RELATIONSHIP MARKETING AND LOYALTY
Amenities 524
PROGRAMS 479 Creating and Managing Visitor Experiences 525
Benefits of Customer Relationship ORGANIZING AND MANAGING TOURISM
Management 480 MARKETING 527
Loyalty Programs 481 National Tourism Organizations 527
xii Contents

Regional Tourist Organizations: State Section VII: Resources Needed to Support


Associations and Convention and Tourist Strategies and Meet Objectives 558
Bureaus 528 Section VIII: Marketing Control 559
CHAPTER REVIEW 529 PRESENTING THE PLAN AND PREPARING FOR THE
DISCUSSION QUESTIONS 531 FUTURE 561
EXPERIENTIAL EXERCISE 531 Section IX: Presenting and Selling the Plan 561
IN-CLASS GROUP ACTIVITIES 531 Section X: Preparing for the Future 562
APPENDIX A: 2018 TRAVEL AND TOURISM CHAPTER REVIEW 563
COMPETITIVENESS INDEX 531 IN-CLASS GROUP EXERCISES 564
REFERENCES 532 EXPERIENTIAL EXERCISE 565
REFERENCES 565

18 Next Year’s Marketing Plan 536

PURPOSE OF A MARKETING PLAN 538


Appendix A The Five-Gap Model
of Service Quality 567

PREPARING A MARKETING PLAN 539 Appendix B Forecasting Market


Section I: Executive Summary 539 Demand 571
Section II: Corporate Connection 540
Section III: Environmental Analysis and Case Studies 578
Forecasting 541
MARKETING HIGHLIGHT 18.1 THE INDIGO PEARL RESORT: FACEBOOK STRATEGY Glossary 635
AND PLANNING THE INDIGO PEARL 546
Section IV: Segmentation and Targeting 546 Index 644
Section V: Next Year’s Objectives and Quotas 549
Section VI: Action Plans: Strategies and
Tactics 553
TO THE STUDENT

Welcome to the eighth edition!

Marketing for Hospitality and Tourism guides you down the intriguing, discovery-laden road to learning
marketing. These are exciting times in hospitality marketing. There is an ever-increasing number of tourists,
both domestic and international. This coupled with advances in digital technologies have created a new,
more engaging and connected world.

Some of the applications you learn today you will use immediately, while others you may not use until later
in your career. Thus, it is important that you have an understanding of the marketing theories and concepts.
This will allow you to analyze future situations and make proper decisions. Practices and applications are
provided to give you examples of how we currently apply the concepts to industry situations. Finally, we
have included marketing highlights, opening cases, written cases, color illustrations, and other features
to make learning about marketing interesting and enjoyable. Throughout the text, we provide examples to
illustrate how companies are using the marketing principles covered in the book.

Marketing is both an art and science. The art adds some ambiguity to marketing, which makes it difficult
for some students. We recommend reading each chapter quickly and then going back and reading it more
slowly the second time. This will give you a good understanding of the material in the chapter.

The development of each edition has involved students who tell us which illustrations to use, which exam-
ples they find interesting, and which ones we should replace when we are writing the newest edition. We
strive to develop a book that is student friendly and clearly explains and illustrates the application of mar-
keting concepts. This has resulted in the book being used around the globe in nine different languages.

We hope you enjoy Marketing for Hospitality and Tourism and we wish you success.

Philip Kotler, John T. Bowen, Seyhmus Baloglu

xiii
■■■An Indispensable Guide to Successful Marketing in the
Hospitality Industry
This book has been written with you in mind—explaining the how and why of everyone’s role in marketing.
Because customer contact employees are part of our product in hospitality and tourism marketing, market-
ing is everyone’s job. Marketing for Hospitality and Tourism gives you an innovative and practical introduc-
tion to marketing. Its style and extensive use of examples and illustrations make the book straightforward,
easy to read.

■■■ Text Organization


PART I: Defining Hospitality and Tourism Marketing and the Marketing Process—Introduces you to the
concept of hospitality marketing and its importance.
PART II: Understanding the Marketplace and Customer Value—Helps you understand the role of consumer
behavior and how it affects the marketing environment.
PART III: Designing Customer Value-Driven Strategy and Mix—Identifies and explains strategies for pro-
moting products, the various distribution channels and the latest developments in digital marketing.
PART IV: Managing Hospitality and Tourism Marketing—Highlights the latest trends in destination mar-
keting, and planning for the future through development of a marketing plan.

■■■ Special Features: Connecting to the Real World


Chapter Opening Cases
Each chapter opens with a mini case showing you how actual hospitality and travel companies have suc-
cessfully applied marketing. The cases help you understand and remember the concepts presented in the
chapter. For example, Chapter 1 illustrates how catering to the customer experience has paid big dividends
for Buffalo Wild Wings. B-Dubs is now the United States’ number-one seller of chicken wings and largest
pourer of draft beer.

1
Objectives
After reading this chapter,
you should be able to:

1. Describe the importance of

Creating Customer marketing to the hospitality


industry and outline the steps
in the marketing process.

Value and Engagement 2. Explain how to analyze


customer needs, wants, and

Through Marketing for


demands and the marketplace.
3. Explain how to design a
customer value-driven

Hospitality and Tourism marketing strategy.


4. Describe how to build profitable
customer relationships.
Buffalo Wild Wings: Fueling the Sports 5. Discuss the outcomes of
Fan Experience creating customer value.
6. Explain the major trends
That’s the long-standing motto for the fast-growing Buffalo Wild Wings restaurant
impacting the marketing
chain. “B-Dubs”—it’s known to avid regulars—focuses on food and sports and
“everything in between.” The name comes from its initials BWW or BW (double u)
landscape.
W (double u), resulting in B-Dubs. There’s no doubt about it. Buffalo Wild Wings
more than lives up to the “wings” and “beer” parts of the equation. It serves up
wings in an abundant variety: boned or boneless, with five dry seasonings and
17 signature sauces ranging on the heat scale from Sweet BBQ (traditional BBQ
sauce: satisfyingly sweet with no heat) to Desert Heat (smoky, sweet, and chili pep-
per seasoning) to Reformulated Blazin’ (so good, it’s scary, made with the unrelent-
ing heat of the ghost pepper). To wash it all down, each B-Dubs restaurant pours as
many as 30 different draft beers, with a full selection of domestic, import, and craft
beer brands. You won’t go hungry or thirsty at B-Dubs.
However, the Buffalo Wild Wings recipe for success goes much deeper than just
selling wings and beer for profit. What really packs ‘em in and keeps ‘em coming back
is the B-Dubs customer experience. They come to B-Dubs to watch sports, trash talk,
cheer on their sports teams, and meet old friends and make new ones—that is, a total
eating and social experience. “We realize that we’re not just in the business of selling
wings,” says the company. “We’re something much bigger. We’re in the business of
fueling the sports fan experience.

xiv
Boxed Marketing Highlights
The boxed segments introduce you to real people and real industry examples, connecting the chapter mate-
rial to real life.

Marketing
HIGHLIGHT 11.1 Segmented pricing: The right product to the right
customer at the right time for the right price

I
n most hospitality, travel and entertainment products ca- Live performances, including sporting events, theater, and
pacity is fixed, but demand varies. In these situations, a concerts, will charge more for seats with great views and less
common price may result in many people not being able for seats father away from the event. Some airlines charge
to access the product during prime times and empty seats more for aisle and window seats. Customers wanting bet-
during off-peak periods. In some products such as airline ter seats with the capacity to pay for these seats will have
transportation and events, all seats may not be the same. the opportunity to purchase the seats they want. Those who
want to see the event or want to get to a certain destination
but want to spend less can purchase less expensive seats.
Susan Greco gives an example of an opera company, which
went from a single price for all seats to pricing based on
the location of the seat, increasing the price for better seats
and lowering the price for seats in the back. Seat prices on
the weekends were increased and those during the week
were reduced. The variety of prices allowed the customers
to choose what they would pay and the opera company in-
creased its overall revenue by 9 percent. Some customers
who previously could not afford to attend now had the op-
portunity to attend by selecting tickets further from the stage
on weekday nights.
The opera company had introduced a simple form of
revenue management. Airlines, hotels, and restaurants
call it revenue management and practice it religiously.
This allows companies to attract customers by having the
right product at the right price for the right customer.
Segmented pricing and yield management aren’t really
new ideas. For instance, Marriott Corporation used seat-
Theaters, like the one in the Bellagio Hotel, Las Vegas, where of-the-pants yield-management approaches long before it
the Cirque du Soleil show “O” is performed, often apply revenue installed its current sophisticated system. Back when J. W.
management by charging more for seats with better views and “Bill” Marriott was a young man working at the family’s first
during times when demand is higher. hotel, the Twin Bridges in Washington, DC, he sold rooms

Full-Color Visuals
Color format with lively photographs, drawings, and tables will maintain your interest and provide visual
aids to learning.

■■■ Important Memory Tools


Chapter Objectives
At the start of each chapter, the list will help you focus and organize your thoughts as you are reading. The
learning objectives summarize what you need to know after studying the chapter and doing the exercises.

Key Terms
Key marketing and hospitality terms, highlighted and defined in each chapter, provide you with a conve-
nient source for learning and reviewing the professional vocabulary needed for effective communication on
the job. These terms are found in each chapter, and a glossary of all the terms can be found at the end of the
book.

Chapter Review
At the end of each chapter, a summary of chapter content in outline form helps you review, retain key infor-
mation, and ties the content of the chapter back to chapter objectives. The format for the chapter review was
the suggestion of a student.

xv
■■■ Applying Your Knowledge
Experiential Exercises
These exercises are designed to provide experiences that will illustrate the concepts presented in the chap-
ter and provide experiences that you can draw on in the future.

■■■ Applying Your Critical Thinking Skills


Case Studies
The case studies at the end of the book represent real situations that can be used to analyze actual business
situations and come up with solutions to your organization’s problem. Sometimes, your instructor will use
these cases as the basis of class discussions.

In-Class Group Exercises


These end-of-chapter questions will challenge your students to address real-world applications of the con-
cepts presented in the chapter. They can be done in class to supplement the lectures.

xvi
PREFACE

We would like to thank the students and instructors who have used this text in the past. Their support has
enabled us to publish the eighth edition of Marketing for Hospitality and Tourism, now available in nine
languages.
This book is written with the hospitality and travel students in mind. The solicited and unsolicited
comments we received from students and instructors have been incorporated into the sixth edition. Students
have told us Marketing for Hospitality and Tourism is readable and interesting. One student wrote, “I en-
joyed reading this book—it didn’t seem like I was reading a textbook.” In this newest edition, we strive to
maintain the same tone. For instructors, we have listened to your comments and made the text flow more
smoothly from a teaching perspective.
The authors have extensive experience working with hospitality and travel businesses around the globe.
Our understanding of the hospitality and travel business ensures that the end result is a book that clearly
explains marketing concepts and shows how they apply to real-life situations.
The book has an international focus, which is especially important in this era of increasing global-
ization. Business markets have become internationalized—domestic companies are expanding overseas as
foreign companies seek to enter domestic markets—therefore, it is crucial that today’s students be exposed
to business and cultural examples from other parts of the world. Rather than have one chapter devoted to
international marketing, we have incorporated examples throughout the text.
This text has truly evolved as a team project. Without the support of our students and faculty at other
universities and colleges, this book would not have developed into the leading book in its category. We
thank you for your support and acknowledge below some of the people who have been involved in the de-
velopment of the book.

■■■ Instructor Supplements


Instructor’s Manual. Includes content outlines for classroom discussion, teaching suggestions, and answers
to selected end-of-chapter questions from the text.
TestGen. This computerized test generation system gives you the maximum flexibility in creating and
administering tests on paper, electronically, or online. It provides state-of-the-art features for viewing and
editing test bank questions, dragging a selected question into a test you are creating, and printing sleek,
formatted tests in a variety of layouts. Select test items from test banks included with TestGen for quick test
creation, or write your own questions from scratch. TestGen’s random generator provides the option to dis-
play different text or calculated number values each time questions are used.
PowerPoint Presentations. Our presentations offer clear, straightforward outlines and notes to use for class
lectures or study materials. Photos, illustrations, charts, and tables from the book are included in the pre-
sentations when applicable.
To access supplementary materials online, instructors need to request an instructor access code. Go to
www.pearsonhighered.com/irc, where you can register for an instructor access code. Within 48 hours after
registering, you will receive a confirming email, including an instructor access code. Once you have received
your code, go to the site and log on for full instructions on downloading the materials you wish to use.

■■■ Alternate Versions


eBooks. This text is also available in multiple eBook formats. These are an exciting new choice for students
looking to save money. As an alternative to purchasing the printed textbook, students can purchase an
electronic version of the same content. With an eTextbook, students can search the text, make notes online,
print out reading assignments that incorporate lecture notes, and bookmark important passages for later
review. For more information, visit your favorite online eBook reseller or visit www.mypearsonstore.com.

xvii
xviii Preface

■■■ We Welcome Your Comments, Suggestions, and Questions


We would like to hear your comments on this edition and your suggestions for future editions. Please address
comments to Seyhmus Baloglu, seyhmus.baloglu@unlv.edu.

■■■ Acknowledgments
We would like to thank the students and the instructors who have used earlier editions of this book and provided
feedback that added value to the users of this edition. Thanks go to the following group who provided comments
and feedback for this eighth edition: Jamie Cooperstein, Delaware County Community College; Gretchen Friend,
Columbus State Community College; Debbie Howarth, Johnson & Wales University; Rick Lagiewski, Rochester
Institute of Technology; Mary-Pat Maciolek, Middlesex County College; Melih Madanoglu, Florida Atlantic
University; Quantella Noto, Southeast Missouri State University; George Ojie-Ahamiojie Wor-Wic, Community
College; Kunsoon Park, South Dakota State University; Joel Reynolds, Niagara University; Gregory Turner, Claflin
University; Yasong (Alex) Wang, Indiana University of Pennsylvania; Alvin Yu, St. Cloud State University.
The following people provided reviews of past editions: Tazeem Gulamhusein, University of Houston; Deepak
Chhabra, Arizona State University, Tempe; Dan Creed, Metropolitan State University, St. Paul; Jamal Feerasta,
College of Applied Science and Technology, University of Akron; Juline Mills, University of New Haven; David
Schoenberg, LaGuardia Community College, CUNY; and Nancy Warren, Highline Community College; Jennifer A.
Aldrich, Kimberly M. Anderson, James A. Bardi, Jonathan Barsky, David C. Bojanic, Mark Bonn, Jane Boyland,
Bonnie Canziani, Harsha E. Chacko, Deepak Chhabra, Dan Creed, Tim H. Dodd, Geralyn Farley, Jamal Feerasta,
Andy Feinstein, Michael Gallo, Richard M. Howey, Jeffrey Ivory, Dianne Jolovich, Ed Knudson, Robert J. Kwortnik,
Ingrid Lin, Ken McCleary, Juline Mills, H. G. Parsa, Edward B. Pomianoski, Hailin Qu, Allen Z. Reich, Howard
F. Reichbart, Joan Remington, Emily C. Richardson, Kisang Ryu, John Salazar, David Schoenberg, Ralph Tellone,
Muzzo Uysal, Nancy Warren, Anna Graf Williams, and Gregory R. Wood.
The following people helped with past editions when they were students to make sure the text was student
friendly: Shiang-Lih Chen McCain, Jason Finehout, Michael Gallo, Tazeem Gulamhusein, Walter Huertas, Ming
(Michael) Liang, Marvel L. Maunder, Tracee Nowlak, Michelle North, Sarah Robinson, and Carrie Tyler.
We appreciate the support and enthusiasm of the companies that provided advertisements and illustra-
tions for this book. These organizations put forth a great deal of effort in finding and providing the materials
we requested; working with them was one of the most rewarding parts of producing this book. We would also
like to thank our Pearson Team: Daryl Fox, Susan Watkins, and Lara Dimmick. Finally, we would like to thank
our families for their support and encouragement.

■■■ What’s New in the Eighth Edition


The 8th edition of Marketing for Hospitality and Tourism is a landmark entry in the long successful history of the
market leader. We’ve thoroughly revised the eighth edition of Marketing for Hospitality and Tourism to reflect the
major trends and forces impacting marketing in this digital age of customer value, engagement, and relationships.
We are very excited that the eighth edition will offer the option of using Pearson’s Revel.
• We are very excited that the eighth edition will offer the option of using Pearson’s Revel. Revel was designed
to help every student come to class ready to learn. To keep students engaged as they read through each chapter,
Revel integrates interactives, and assessments directly into the author-created narrative. Thanks to this media-
rich presentation of content, students are more likely to complete their assigned reading and retain what they’ve
read. So they’ll show up to class better prepared to participate and learn.
• At the end of each chapter we have added a group of In-Class exercises. These are exercises students can per-
form that reinforce the information being thought in the chapter. They are meant to bring the marketing class
to life for the students. They provide an excellent way for instructors to break up their lectures with engaging
hands-on exercises to keep the students engaged.
• Cristian Morosan, an expert in digital marketing was brought in to write the chapters on digital and
direct marketing and the distribution. There have been sweeping developments in online distribution
of hotel rooms, online delivery services for restaurants, and online access to peer-to-peer accommoda-
tions. User-generated content on social media can make or break a restaurant, while at the same time
Preface xix

providing a useful source of customer information. Listening and gathering data over the Internet has
produced large amounts of data, processed by artificial intelligence to give us information that helps us
better serve our customers. Dr. Morosan has rewritten Chapters 12 and 16 to include the latest advances
in technology and social media.
• One point of differentiation of the text is it has an international focus. The eighth edition provides new
discussions and examples of the growth in global marketing. As the world becomes a smaller, more
competitive place, marketers face new global marketing challenges and opportunities, especially in fast-
growing emerging markets such as China, India, the Middle East, Eastern Europe, and Southeast Asia.
In the first chapter, we discuss the growing internationalization of the tourism business. To help your
students understand the importance of the global aspect of tourism, we include international examples
and illustrations throughout the text. Chapter 9 now includes expanded coverage of branding practices
in hospitality on global level and gives examples of generational and lifestyle brands. In Chapter 17, new
sections on branding tourist destinations and tourism competitiveness have been added to help students
understand how to compete in a global market. The cases include multinational companies and busi-
nesses outside of North America. This international approach makes the text relevant to students outside
of North American, while showing North American students they can find a truly rewarding career in the
area of international business.
• The eighth edition continues to track fast-changing developments in marketing communications and the cre-
ation of marketing content. Marketers are no longer simply creating integrated marketing communications
programs; they are joining with customers and media to curate customer-driven marketing content in paid,
owned, earned, and shared media. You won’t find fresher coverage of these important topics in any other
hospitality marketing text.
The eighth edition continues to improve on its innovative learning design that has made it the market leader. One
design feature of the text is the opening vignette that provides an example of how hospitality companies implement
principles that will be discussed in the chapter. New chapter vignettes have been added through the text. The chapter-
opening objectives have been revised, reflecting what is covered in the chapter. The end of the chapter summaries have
been rewritten to mirror and reinforce the opening objectives. The marketing highlights that provide industry examples
of the marketing concepts discussed in the chapter have been updated and will continue to be a valued benefit of the
text. New cases have been added to the collection of case studies.
ABOUT THE AUTHORS

Philip Kotler is S. C. Johnson & Son Distinguished Professor of International Marketing at the Kellogg School
of Management, Northwestern University. He earned his master’s degree at the University of Chicago and his
PhD at MIT, both in economics. He is the author of Marketing Management (Pearson), now in its fifteenth
edition and the most widely used marketing textbook in graduate schools of business worldwide. He has
authored dozens of other successful books and has written more than 100 articles in leading journals. He is
the only three-time winner of the coveted Alpha Kappa Psi award for the best annual article in the Journal
of Marketing.
Professor Kotler was named the first recipient of four major awards: the Distinguished Marketing
Educator of the Year Award and the William L. Wilkie “Marketing for a Better World” Award, both given by
the American Marketing Association; the Philip Kotler Award for Excellence in Health Care Marketing pre-
sented by the Academy for Health Care Services Marketing; and the Sheth Foundation Medal for Exceptional
Contribution to Marketing Scholarship and Practice. His numerous other major honors include the Sales
and Marketing Executives International Marketing Educator of the Year Award; the European Association
of Marketing Consultants and Trainers Marketing Excellence Award; the Charles Coolidge Parlin Marketing
Research Award; and the Paul D. Converse Award, given by the American Marketing Association to honor
“outstanding contributions to science in marketing.” A recent Forbes survey ranks Professor Kotler in the
top 10 of the world’s most influential business thinkers. And in a recent Financial Times poll of 1,000 senior
executives across the world, Professor Kotler was ranked as the fourth “most influential business writer/
guru” of the twenty-first century.
Dr. Kotler has served as chairman of the College on Marketing of the Institute of Management Sciences, a
director of the American Marketing Association, and a trustee of the Marketing Science Institute. He has con-
sulted with many major U.S. and international companies in the areas of marketing strategy and planning,
marketing organization, and international marketing. He has traveled and lectured extensively throughout
Europe, Asia, and South America, advising companies and governments about global marketing practices
and opportunities.

John T. Bowen is Professor and former dean of the Conrad N. Hilton College of Hotel and Restaurant
Management at the University of Houston and the Barron Hilton Distinguished Chair. He has presented mar-
keting courses and seminars in Asia, Australia, Central America, Europe, and South America. He is a consul-
tant to both large and small hospitality corporations. Before becoming an academic, Professor Bowen held
positions in restaurant management at both the unit and corporate level. He is on the editorial boards of the
Cornell Hotel and Restaurant Administration Quarterly, Journal of Services Marketing, International Journal
of Contemporary Hospitality Marketing, and Worldwide Hospitality and Tourism Themes. He is coauthor
of Restaurant Marketing for Owners and Managers. He has received numerous awards for his teaching and
research, including the UNLV Foundation Teaching Award, the Sam and Mary Boyd Distinguished Professor
Award for Teaching, Founder’s Award for Lifetime Support of Hospitality Graduate Education, and the Board
of Regents Outstanding Faculty Member. The Graduate Education & Graduate Student Research Conference
presented him with the Founder’s Award, to recognize his contribution to graduate education. The Hotel
and Lodging Association of Greater Houston recognized him with their lifetime achievement award. He has
been a three-time recipient of the annual award from the International Council on Hotel, Restaurant and
Institutional Education (CHRIE) for superior published research in the hospitality industry, and he received
the John Wiley Award for Lifetime Research Achievement from CHRIE. He was recently cited as one of the
five most influential hospitality management faculty in an article published in the Journal of Hospitality and
Tourism Education. The Mayor of Houston proclaimed November 21, 2014, as John Bowen Day, in recogni-
tion of Dr. Bowen’s contribution to the hospitality industry and hospitality education.
Dr. Bowen’s formal education includes a BS in hotel administration from Cornell University, an MBA
and MS from Corpus Christi State University, and a PhD in marketing from Texas A&M University.

Seyhmus Baloglu is Professor and Barrick Distinguished Scholar at the Harrah College of Hospitality,
University of Nevada Las Vegas (UNLV), where he has also assumed leadership roles as associate dean
of research and director of Harrah Research Center for 10 years. He earned a BS in hotel administration
from Cukurova University, an MBA from Hawaii Pacific University, and a PhD in hospitality marketing
from Virginia Tech. He has presented marketing courses and seminars in Asia, Australia, Europe, and the

xx
About the Authors xxi

Caribbean. Before joining academia, he held management positions and had diverse background in the industry,
including restaurants, hotels, resort clubs, and travel agencies. He has published extensively in leading journals,
including Journal of Business Research, Cornell Hospitality Quarterly, Journal of Hospitality & Tourism Research,
International Journal of Hospitality Management, Annals of Tourism Research, Journal of Travel Research, Tourism
Management, Journal of Travel & Tourism Marketing, and Tourism Analysis. He received grants, contracts, and
consulting projects from tourism destinations, gaming resorts, hotels, airports, nightclubs, and supply-chain or-
ganizations. He has been named as one of the significant contributors to the hospitality and tourism literature.
His work has been cited extensively across multiple disciplines and fields. His research credentials have earned
him both an international reputation and placement on the editorial boards of numerous leading journals. He has
presented his work at many national and international conferences, seminars, and symposia and served as key-
note speaker and panel participant for numerous international conferences. Other books he has coauthored are
Managing and Marketing Tourist Destinations: Strategies to Gain a Competitive Edge and Handbook of Scales in
Tourism and Hospitality Research. He is the recipient of numerous and prestigious teaching, research, and service
awards. He has been named as the recipient of UNLV Alumni Association’s Outstanding Faculty Member of the
Year and the John Wiley & Sons Lifetime Research Achievement Award from the International Council on Hotel,
Restaurant and Institutional Education (ICHRIE). His other major honors include annual research awards from
ICHRIE, the Sam and Mary Boyd Distinguished Professor Awards, the Ace Denken Research Award, the Claudine
Williams Distinguished Chair, and Harrah Distinguished Chair.

■■■ Contributor
Dr. Cristian Morosan is an associate professor at the Conrad N. Hilton College of Hotel and Restaurant Manage-
ment at the University of Houston. Prior to joining Hilton College in 2012, he taught marketing at Temple Uni-
versity, Kansas State University, and University of St. Thomas Houston. His work has been funded by regional
organizations such as the Hospitality Financial and Technology Professionals, state and local destination organi-
zations, and universities such as University of Houston and Kansas State University. His research has resulted in
over 110 peer-reviewed publications that include book chapters, journal articles, invited articles, and conference
proceedings, in journals such as Tourism Management, International Journal of Hospitality Management, Interna-
tional Journal of Contemporary Hospitality Management, Journal of Travel & Tourism Marketing, Journal of Travel
Research, Journal of Hospitality & Tourism Research, and Journal of Hospitality Information Technology. He is
the recipient of several prestigious academic awards, including the Teaching Excellence Award for Innovation in
Instructional Technology, Stephen Rushmore/HVS Research Excellence Award, The Provost’s Certificate of Excel-
lence in Recognition of Extraordinary Achievements, the Barbara S. Stowe Endowed Faculty Development Award
and Big 12 Faculty Fellowship Award. He is a member of the Editorial Board of International Journal of Con-
temporary Hospitality Management, International Journal of Hospitality Information Technology, and Tourism
Review International, and has been recognized by the International Council on Hotel, Restaurant and Institutional
Education (I-CHRIE) as an outstanding reviewer in the information technology area. He presented his work at
I-CHRIE, the International Federation for Information Technologies in Travel and Tourism, the International Hos-
pitality Information Technology Association (where he received the iHITA Best Research Paper awards in 2015
and 2018), Hospitality Financial and Technology Professionals, and Travel and Tourism Research Association.
He has numerous media appearances and invited presentations at conferences, colloquia, and workshops through-
out North America, Europe and Asia.

Dr. Cristian Morosan earned a Bachelor’s of Science from University Ștefan cel Mare Suceava Romania, and Mas-
ter of Science and PhD from Iowa State University.
This page is intentionally left blank
Defining Hospitality
and Tourism
Marketing and the
Marketing Process

I
1 Creating Customer Value and Engagement Through Marketing for
Hospitality and Tourism
2 Services Marketing Concepts Applied to Marketing for Hospitality and
Tourism
3 Marketing Strategy: Building Customer Engagement, Value, and
Relationships
This page is intentionally left blank
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bordereau. The day’s proceedings ended with brief examinations of
the three experts in the Esterhazy case,—MM. Couard, Belhomme,
and Varinard. M. Couard refused to testify on the ground that he and
his colleagues had brought suit against M. Zola for 100,000 francs
damages, but nevertheless declared that he and his two colleagues,
working independently, had reached unanimously the conclusion that
the bordereau was not the work of Major Esterhazy. M. Belhomme’s
testimony was virtually the same, and M. Varinard categorically
refused to answer, on the ground that his report had been read
behind closed doors.

Eighth Day—February 15.


After the opening of the court, permission was given to General
Gonse to make an explanation concerning the testimony of M.
Jaurès. He protested that the staff, far from having delivered a secret
document to Major Esterhazy as a cordial, as M. Jaurès had said,
and far from being desirous of avoiding the light, wished the light
most ardently; that in the preliminary investigation of the Esterhazy
case an inquiry was begun to find out how the document reached
Major Esterhazy, but then, in consequence of the rapidity with which
the investigation was conducted, the inquiry could not be carried to
the end, and so the light was not obtained; that it would be a great
relief to the staff to know who conveyed the document, especially as
the only persons in whose hands it had been were Colonel Henry, M.
Gribelin, Colonel Picquart, and himself, General Gonse; that he
could answer for Colonel Henry and M. Gribelin, but that it was not
for him to speak of himself; that the newspapers had misreported
that part of his testimony in which he declared that Colonel Picquart,
prior to this affair, had been a very good officer, by making him say
that Colonel Picquart is capable of continuing to be a very good
officer, whereas he had spoken, not in the present, but in the past
tense, to give expression to the fact that such was his belief at the
time when Colonel Picquart was sent on a mission; and that his
present feeling regarding Colonel Picquart he had stated very clearly
before the council of investigation, but could not now repeat,
because the proceedings of that council were secret.
M. Labori.—“General Gonse declares that the staff is desirous of the
light, and that he and his superiors are ready to contribute thereto as
far as possible. Therefore I invite him to ask the minister of war to
authorize General Mercier to explain the communication of the
secret document, which is now proved; to release Colonel Picquart
from the obligation of professional secrecy, except on matters vital to
the national defence; to consent to the production in court of the
original bordereau, and of the papers used by M. Bertillon in his
expert examination; and to instruct M. Bertillon and the experts in the
Esterhazy case to testify.”
General Gonse.—“I am not authorized to speak of these questions,
or to transmit them.”
M. Labori.—“Then don’t come here again to talk to us of the light,
and to tell us that you love the light.”

Testimony of M. Crépieux-Jamin.

M. Crépieux-Jamin then took the witness-stand to answer the


charges made by M. Teyssonnière the day before.
“The testimony of M. Teyssonnière,” said the witness, “is a pure
romance from one end to the other. In the first place, there is only
one man capable of valuing M. Teyssonnière at 100,000 francs, and
that is M. Teyssonnière himself. When I went to his house, I was
absolutely ignorant of his report. He asked me to dinner, and we did
not talk of this matter at all. After dinner he took me aside, and said:
‘Come, let us talk of the case.’ ‘Of what case?’ ‘The case of Dreyfus.’
Today, of course, everybody would understand that it was the case
of Dreyfus, but at that time it was still possible for people to meet
without talking of the Dreyfus case. My wife was engaged in some
trifling work. M. Teyssonnière said to her in a theatrical tone:
‘Madame, drop what you are doing; I am going to show you things of
much greater interest.’ And to my astonishment M. Teyssonnière
spread before me the entire file of the first council of war. We talked
at length about this file. I had all the documents—which were secret
documents—in my hands, and M. Teyssonnière said to me: ‘Promise
me that you will say nothing.’ I have kept my promise until today, and
now it is only to defend myself that I declare that M. Teyssonnière
showed me the file, which he got I know not where, I know not from
whom, and which he certainly had no right to show me. I listened
while M. Teyssonnière told me of his report. Every moment or two he
stopped to ask me: ‘Well, are you convinced?’ ‘Oh, dear, no, and I
assure you that your proofs are only quarter-proofs. There is
absolutely nothing in your report that is convincing.’ We talked at
length about the bordereau and the fac-simile in ‘Le Matin.’ There is
only one little difference between them; the ‘Matin’ plate was slightly
damaged at the bottom. M. Teyssonnière said: ‘What annoys me is
that they accuse me, or will accuse me, of having given the
bordereau to “Le Matin.”’ I asked him why. ‘Oh!’ he said, ‘because
each photograph of the bordereau has its peculiar margin, and it
seems that the photograph which ‘Le Matin’ obtained has the same
margin as the photograph which I had upon which to make my
report.’ ‘Well,’ I answered, ‘you have reason to be troubled, since in
that case the document can have been communicated only by you or
by the officers of the council of war.’ ‘Well,’ said he, finally, ‘I have not
convinced you?’ ‘No,’ I replied, ‘and I believe that of all your reports
this is the worst. You pretend to infallibility, and your report is
indisputably false.’
“Now, gentlemen, if I had been sent by the Dreyfus family to bore a
gimlet into M. Teyssonnière’s head, as he claims, evidently he would
not have waited four days, but would have speedily turned me out of
his house. But nothing of the kind. I was not lodging at M.
Teyssonnière’s. I was at a neighboring hotel. As my departure drew
near, M. Teyssonnière said to me: ‘Excuse me, I have something to
do. Wait five minutes.’ He went out. When I arrived at my hotel, I
called for my bill. M. Teyssonnière said: ‘Dear friend, I am too happy
to have had you for my guest. I have paid everything.’ That was not
the conduct of a man who had just received impudent proposals. A
fortnight later M. Teyssonnière wrote me an extremely affectionate
letter, which I have in my pocket. My visit was on August 23; it was
on September 3 that M. Teyssonnière gave me this evidence of
affection. If my purpose in going to his house was to buy him, it is
curious that a fortnight later he should have written me in such
terms.”
M. Labori.—“Has not the witness refused to testify as an expert in
the present trial?”
M. Crépieux-Jamin.—“That is a proof of my honesty and my
independence. If I had been a paid agent of the Dreyfus family, I
would not have refused. When I was approached about this matter, I
answered: ‘Thank you; I am a physician and a dentist, not an expert
in handwriting.’”
M. Labori.—“If I am well informed, the witness declined to testify for
motives of prudence?”
M. Crépieux-Jamin.—“Yes; I am not particularly fond of having my
windows broken. In the first place, I am not a professional expert in
handwriting; I am only an amateur. When I was asked for a first
report, I gave it, because it suited me to give it. When I was asked
for a second, I refused, because it did not suit me to give it, and
because I saw danger in doing so. I did not want people to come to
me and say: ‘You have done such and such things; hereafter you
shall not fill our teeth.’”
The witness being asked if the photographs shown him by M.
Teyssonnière resembled the fac-simile in “Le Matin,” he answered:
“It is inconceivable that any one should deny it. A fact is a hard thing
to kill. Sooner or later the time will come when the original
photograph of the bordereau will be in the hands of everybody, and
then the persons who have declared these fac-similes to be false will
see that they have been guilty of an impudence which lays them
under suspicion.”
M. Labori.—“What is the difference between the official photographs
and the fac-simile?”
M. Crépieux-Jamin.—“The difference is slight. It is more or less
marked, according to the copy of ‘Le Matin’ that you happen to get.
In my opinion, that newspaper had several plates. One of these
plates must have received a blow in the lower right-hand corner that
crushed a few of the words. The rest is so typical that there is not the
smallest difference. Besides, if there is any forger here, it must be
the sun, because these things are obtained by purely mechanical
processes. One must be ignorant of the methods of reproduction to
say that a plate has been altered. You can no more alter a plate of
this kind than you can alter a photographic plate. What retouching
process could it have been submitted to? It would have been
necessary to efface entire words, and replace them with other words.
But, I repeat, facts have a long life; they have time to live, and the
truth that I am telling you will be very plain one of these days.”

Testimony of M. Paul Meyer.

The next witness called was M. Paul Meyer, director of the Ecole des
Chartes, member of the Institute, and a professor in the College of
France.
M. Labori.—“Is the witness an Israelite?”
M. Meyer.—“I was going to say a word on that point. In 1882, the
year that I entered the Institute, when I took the biennial Grand Prize,
the most important that the Institute awards, M. Drumont, in three
odious pages of the first edition of ‘La France Juive,’ declared that I
was the son of a German Jew, and that that was the reason why I
had been awarded the principal of the Academy prizes. I wrote to M.
Drumont to deny that. I was born in Paris of French parents. My
grandfather on my father’s side was a native of Strasbourg, which
explains my Alsatian name. I was baptized at Notre Dame. I made
my first communion, and was confirmed, at Saint-Sulpice, where I
studied the catechism until I was sixteen. It is provoking that without
proofs a statement should be printed that I am of another religion, or
have changed my religion, which I declare that I have not done, and
have no intention of doing. I am glad to make this declaration, in
order to save myself the trouble of writing letters of correction to
newspapers in which I should not like to see myself in print.”
M. Labori.—“Will you give us your opinion of the bordereau?”
The Judge.—“Did you ever see the original?”
M. Meyer.—“I have seen only fac-similes, the original not being
visible to the naked eye of the profane. One witness has testified
here that the fac-similes resembled forgeries, and that nothing is less
like the original than these fac-similes. It is clear that, if they
resemble forgeries, they do not resemble the original. But I believe
that this witness, who is not accustomed to the precise formulation of
thought, went farther than he intended. I shall try to dissect his
declaration, and see what there is in it. These fac-similes are
produced by what is known as the Gillot process. It is a zinc relief,
the zinc being eaten in certain parts. When a plate of this sort is put
on a rotary press, the zinc crushes a little, and the letters fill up. But
this effect can be discounted in advance, and any comparison of
writings should eliminate all difference between clear and filled
letters. The process is not a particularly good one, but it has the
advantage of being cheap; and, besides, it does not lend itself easily
to retouching, which is a guarantee of sincerity. It alters in no way the
form of the letters. If a person is in the habit of crossing his t’s on the
bias, on the bias the crosses will remain. If he crosses them
horizontally, they will remain horizontal. There is no possibility of
error of this sort. The witness referred to says that the fac-simile
resembles a forgery. No. There is the sort of alteration that I have
pointed out, and there is another equally unimportant. The original is
written on two pages, while the fac-simile is on a single page for
convenience of publication. But this difference is purely external, and
has no bearing on the form of the letters; so I do not see what they
mean when they say that the fac-simile does not resemble the
original. Let me say, in passing, that I have had a conversation with
M. Bertillon about all sorts of things. He said to me,—I quote him
because it is a point of fact and not a point of reasoning,—‘These
fac-similes are not so bad.’ M. Bertillon knows photography and
knows this process of reproduction. Consequently it seems to me
audacious to say that the fac-simile resembles a forgery.
“But the day after the deposition of the witness in question certain
newspapers said: ‘It is a forgery.’ Such is the way in which a legend
springs up. An inexact report in the first place, then a falsehood
mingles with it, and then you have the legend. Well, the legend must
be destroyed absolutely. I should like the witness who said this fac-
simile resembled a forgery to explain to me how it is, seeing that this
fac-simile was published at the beginning of 1896, that anyone could
have had the idea of making a fac-simile of Major Esterhazy’s
handwriting, when at that time he had not been heard of in
connection with the case. Well, these fac-similes show the writing of
Major Esterhazy; as to that I have no sort of doubt. Is it Major
Esterhazy’s hand? Ah! here is a distinction, and a subtle one. At
least it seems to me subtle. It appears to result from the report of the
experts in the second trial. I do not know that report, but I have read
in a newspaper that it is the theory of these experts that the fac-
simile is the writing of Major Esterhazy, but not his hand. That may
be; I do not know. I have tried two or three hypotheses to explain this
dualism,—on the one hand the writing, on the other the hand. I will
spare you these hypotheses. I think it would be hardly charitable on
my part to attribute them to the experts, because I, their author,
consider them absurd. I hope that these gentlemen have found a
hypothesis that has escaped me, and that will explain this difficulty.
“There is a certain way of refuting me, if I am wrong. I do not ask that
the original be brought here,—to ask that would be enormous;—I ask
simply for a more delicate photograph, simply two pages on albumen
paper, something very clear. Or, better yet, I would like glass
negatives. When a photograph is printed, there is always a negative.
It would be as well to bring the negative. Now, by looking at the
gelatine side of the negative, you can see whether it has been
retouched or not. For me this glass plate is as good as the original,
except in one point,—the quality of the paper, which cannot be seen
on a glass plate. From it one could tell whether there is a difference
between the original represented by the photograph and the original
more or less imperfectly represented by the published fac-similes. If
they will show me these plates, I will ask nothing better than to
confess. If it proves to be true that the fac-similes made by the Gillot
process and published in ‘Le Matin’ are bad, I will say so frankly. But,
if this request be refused, then I say that I am right. I felt very sad
when I read the demonstration of a certain expert, for I had talked
formerly with this expert, who in some respects is a very remarkable
man, and has invented a really magnificent thing—anthropometry.
Well, this conversation at first interested me—one always learns;
then it amused me, and finally it distressed me, gentlemen. I was
distressed to think that it was possible to entrust an expert
examination in so serious a matter to a man whose methods of
investigation it is impossible to dispute, because they are entirely
foreign to common sense.”
M. Labori asked the court to recall the three Esterhazy experts that
they might be confronted with M. Meyer.
The Judge.—“They are bound by professional secrecy.”
M. Labori.—“But, Monsieur le Président, I pray you.”
The Judge.—“No, no, they were right.”
M. Labori.—“I insist. M. Paul Meyer has told us that all the
hypotheses which he could frame in order to understand that this
document, while being Esterhazy’s writing, was not in his hand, had
seemed to him impossible. Did I rightly understand?”
M. Meyer.—“Perfectly. But perhaps these gentlemen have found
something that I have not found.”
M. Labori.—“Then it would be interesting to hear MM. Couard,
Varinard, and Belhomme.”
The Judge.—“No, no, I have said” ...
M. Labori.—“But I have a question to put.”
The Judge.—“You shall not put it.”
M. Labori.—“I insist, Monsieur le Président.”
The Judge.—“I say that you shall not put it.”
M. Labori.—“Oh! Monsieur le Président, it is interesting” ...
The Judge.—“It is useless to shout so loud.”
M. Labori.—“I shout, because I need to make myself heard.”
The Judge.—“The question will not be put.”
M. Labori.—“You say that; but I say I wish to put it.”
The Judge.—“Well, I say that it is an understood thing. The court
must keep out of the debate anything that would uselessly prolong it.
I say that this is useless, and it is my right to say so.”
M. Labori.—“You do not even know the question.”
The Judge.—“I know very well what you wish to ask.”
M. Labori.—“Well, I offer a motion in order to get a decree from the
court on this point.”
The Judge.—“Offer all the motions that you like.”
M. Labori.—“If you think that this shortens the debate, you are
mistaken.”
The Judge.—“Well, we will pass on the motion during the recess.
Next witness.”
M. Auguste Molinier is ushered in.
The Judge.—“What is the question, M. Labori?”
M. Labori.—“I am drawing up a motion, and I consider it absolutely
indispensable that the deposition of M. Meyer and the incidents to
which it has given rise should be finished before the next witness
testifies.”
The Judge.—“But ask your question now. It is useless to waste our
time.”
M. Labori.—“Pardon me, Monsieur le Président, we must hear first
MM. Couard, Belhomme, and Varinard. It is indispensable to the
truth, and I insist that my motion shall be formally denied before the
next witness testifies. I consider it indispensable from the standpoint
of the defence.”
M. Labori then offered a motion that the court formally acknowledge
its refusal to put to the Esterhazy experts a question that had not
been framed, and order that these experts be heard regarding the
interviews with them.
The court retired, and, returning five minutes later, rendered a
decree refusing to order that the witnesses be heard, on the ground
that they could plead professional secrecy, and that their testimony
would only prolong the trial without useful results.
“Now,” said the judge, “the principle is laid down. Every time that you
insist, the same decree will be rendered. Let that be understood.”
M. Labori.—“Then it is a standing decree?”
The Judge.—“It is a standing decree.”
M. Labori.—“There was nothing like that in the old régime. It is
inaugurated in this assize court. I can only bow, while I protest.”
The Judge.—“It is the law, according to Article 270 of the code of
criminal examination.”
M. Labori.—“It is the first time that a court of justice has declared that
a decree rendered constitutes a standing decree, and that all
incidents to come will be decided by the same decree. It is the first
time, and, while I bow before your words, I can only protest.”
The Judge.—“Protest as much as you like. But every time, under the
same circumstances, the same decree will be rendered.”

Testimony of M. Auguste Molinier.

The next witness was M. Auguste Molinier, a professor in the Ecole


des Chartes.
“I have lived among manuscripts,” said the witness, “for 25 years,
and I have observed them in such detail that now, by signs almost
imperceptible to others, I can recognize the identity of handwritings,
and tell about how long a certain manuscript has been written. I have
had in my hands a fac-simile of the bordereau, and, after examining
the formation of the letters therein, and comparing it with letters
written by Major Esterhazy, I affirm, on my soul and conscience, that
I find in Major Esterhazy’s letters all the principal formations that
occur in the bordereau.”
The Judge.—“At whose request did you make this examination?”
M. Molinier.—“I made it of my own accord, for, in common with all
Frenchmen, I am interested in this case.”

Testimony of Mme. de Boulancy.

At this point M. Clemenceau read the report of the magistrate, M.


Bertulus, who had been appointed to put certain questions to Mme.
de Boulancy. The answers of Mme. de Boulancy, as stated in this
report, were in substance to the following effect: that she was in
possession of letters and telegrams from Major Esterhazy, some of
which, notably two telegrams, were of recent date; that she had
deposited these documents in a safe place, intending to preserve
them as a means of self-defence; that the telegrams contained no
threat, but urged her in polite, but most pressing, terms to restore to
Major Esterhazy the letters which he had written to her between
1881 and 1884; that these letters are perhaps as compromising as
the letter in reference to the Uhlans, and that they say certain rather
serious things in regard to the army and to France; that she would
not consent that these letters should be handed to the judge by
those in possession of them, as she wished to be well armed, in
case she should be charged with forgery; that Major Esterhazy had
come to her door four or five times, but that she had refused to let
him in; that, seeing that he was unwilling to leave the stair-landing, or
was too persistent in his attitude toward the servant, she came to the
half-open door, which was secured by a chain, and asked him to go
away, pointing out to him that he was compromising her; that the
object of each of these visits was to ask for a return of the letters and
the telegrams; that she had always answered that she would not
publish them, but must keep them for her defence; that she told him
that the letters that had been published were published against her
will, and in consequence of her too great confidence in the word of a
person whom she had supposed to be a devoted friend; that Major
Esterhazy had never said, in answer to her refusal, that he would kill
himself; that on Saturday, February 5, 1898, when she had already
taken up her residence at Neuilly, Major Esterhazy was seen on the
stairs of her previous residence, 22, Boulevard des Batignolles, by
the tenant occupying the floor above; and that she did not know what
attitude Major Esterhazy assumed when he heard this tenant
coming.
M. Clemenceau then offered a motion that a magistrate be appointed
to ask Mme. de Boulancy whether Major Esterhazy did not say in
these letters; first, that “General Saussier is a clown, and we
Germans would put him in a circus;” second, that, “if the Prussians
were to come to Lyons, they could throw away their guns and keep
only bayonets, and still drive the Frenchmen before them.”
The court postponed its decision, and called another witness, M.
Emile Molinier, professor at the Ecole du Louvre, and a brother of the
preceding witness. He testified that the similarity between the
handwriting of the bordereau and that of Major Esterhazy is
absolutely complete. “I will even say,” he added, “that, if a savant
were to find in one of the volumes of the National Library by the side
of Major Esterhazy’s letters the original of the bordereau, he would
be considered disqualified if he did not say that the bordereau and
the letters were written by the same person.”
M. Molinier was then succeeded by M. Célerier, professor in the
College of Fontenay-le-Comte.
“The bordereau and Major Esterhazy’s letters,” said the witness, “are
absolutely in the same handwriting. The letter n is strangely formed.
Now it is regular, now it becomes an x. Thus the word tenir often
appears as if it were the word texir. Well, I find the same thing five or
six times out of ten in Major Esterhazy’s letters. One has only to
open his eyes to see that it is absolutely the same handwriting.”
The Judge.—“Who asked you to make this examination?”
M. Célerier.—“M. Bernard Lazare. He asked me if I would make an
examination, and I said yes, and afterwards sent him a report of a
few lines containing my conclusions.”
The Attorney-General.—“Was the witness confronted in another
case with the three Esterhazy experts?”
M. Célerier.—“Yes.”
The Attorney-General.—“And there, too, you did not agree with
them?”
M. Célerier.—“I did not.”
M. Labori.—“In view of the questions of the attorney-general, I would
like to ask if a fortnight ago a case was not heard before the court of
Paris, in which the court refused to recognize the testimony of M.
Varinard and M. Couard.”
Testimony to the same effect as that given by the preceding
witnesses was then given by M. Bourmon, a paleographer, who in
turn was succeeded by M. Louis Franck, a Belgian lawyer.

Testimony of M. Franck.

A blackboard was furnished to the witness, upon which he illustrated


with much detail the similarities between Major Esterhazy’s
handwriting and the bordereau. Among other things he showed that
Major Esterhazy’s writing and the bordereau were alike in the fact
that each line was begun a little to the right of the beginning of the
preceding line, whereas the writing of Dreyfus showed the precisely
opposite characteristic, each line beginning a little to the left of its
predecessor; that the t’s in the bordereau, like Major Esterhazy’s t’s,
were crossed horizontally, while in the writing of Dreyfus the crosses
are made in an upward direction from left to right; that in the
bordereau 68 per cent. of the t’s are crossed and 32 per cent.
uncrossed,—a proportion almost exactly paralleled in Major
Esterhazy’s letters, where 65 per cent. are crossed and 36 per cent.
are uncrossed. After pointing out these and many other similarities,
the witness said; “The bordereau can have been written only by
Major Esterhazy. M. Bertillon has told us that, though a hundred
French officers should have the same handwriting, he would not infer
that the bordereau was written by Major Esterhazy. Well, M. Bertillon
could not show us among all the officers of the French army a single
one whose writing approaches the writing of the bordereau and
contains all the elements of similarity with an arithmetical rhythm so
decisive.”
The Judge.—“Who asked you to make this examination?”
M. Clemenceau.—“Monsieur le Président, I beg your pardon for
repeating always the same thing, but it seems to me impossible to
allow witnesses for the defence to be continually interrupted when
they are testifying.”
M. Franck.—“Two months ago I was called to Paris in connection
with the case of Mlle. Chauvin. The Dreyfus case had just begun to
attract attention. When I read in ‘Le Figaro’ Mme. de Boulancy’s
letters and the bordereau, I had an intuition that the writer of the
bordereau was identical with the writer of the letters. Expressing this
opinion in the presence of a journalist, he tried to prove to me that I
was wrong. His explanation being unsatisfactory, I began to look into
the matter more thoroughly, and, after my return to Belgium, made a
complete study of it. When this trial came on, I wrote to a friend of M.
Zola that this study was at M. Zola’s service, if it was of any use to
him. Hence my presence here.”
The Judge.—“How did the witness come into possession of original
letters from Esterhazy?”
M. Franck.—“Through M. Bernard Lazare.”

Testimony of M. Grimaux.

The court next listened to the testimony of M. Grimaux, honorary


professor in the Faculty of Medicine, professor in the Polytechnic
School, and member of the Institute.
“Gentlemen of the jury,” said the witness, “the defence has
summoned me here because I signed a petition in the chamber of
deputies in which we said that, disturbed by the irregularities of the
trial of 1894, by the mystery surrounding the Esterhazy trial, by the
illegal searches of the premises of Colonel Picquart, and by the
methods of examination pursued by the military authorities, we
demanded that the chamber of deputies should maintain the legal
guarantee of citizens. Why did I and so many others sign this
protest? I will tell you. But first I must point out to you the singular
movement that enlists the interest of so many scientists, littérateurs,
and artists, men who do not follow the fluctuations of politics, and
many of whom could not tell you the names of the members of the
cabinet. But all rise up today, because they feel that the liberty and
honor of the country are at stake. Doubts and then conviction have
gradually come to me by an examination of official documents
undisputed. In the first place, though not an expert, I saw the
similarity between Major Esterhazy’s handwriting and that of the
bordereau. The reports of the latest experts have sustained me.
Then I carefully studied the indictments, weighed their value, and
came to a conclusion. This conclusion is that never would any man
in the habit of reasoning consent to sign such documents. There is
nothing in them but unproved insinuations, idle tales, and
contradictory reports of experts. My conviction was further
strengthened by the Esterhazy trial. First by the report of Major
Ravary, in which he accuses of forgery, upon the strength of
Esterhazy’s stories, one of those brilliant young officers who are the
hope of the country, and in which he says also that a secret
document was stolen from the war department, passed into the
hands of a veiled lady, and was given by her to Major Esterhazy. And
Major Ravary does not seem to be astonished, but rather finds it
perfectly natural, that this secret document, which in 1895 the
minister of war refused to communicate to the honest M. Scheurer-
Kestner, should be carried about the city by veiled ladies. Then the
singular way in which the trial was conducted, the judge suggesting
answers to the accused whenever the latter became embarrassed;
and, finally, the contradictions of the experts, who declared that the
document was not written by Major Esterhazy, but was of his
handwriting, in contradiction with the first experts, who had declared
that it was of the handwriting of Dreyfus. Thus the first experts were
grossly mistaken, and with them the seven officers, the seven
judges, who, in the loyalty of their souls, condemned Dreyfus. It was
said also that this document is a tracing from Esterhazy’s
handwriting, and M. Ravary finds that very natural, and does not
inquire who could have done the tracing. So that we arrive at this
singular reasoning: Dreyfus made the tracing, because he is a traitor,
and the proof that he is a traitor is that he made no tracing, but made
a bordereau.
“I do not wish to abuse your patience, gentlemen, but I must tell you
that I have arrived at my unshakable conviction in spite of disguised
threats and attempts at intimidation.”
M. Labori.—“Will M. Grimaux tell us what these threats were?”
M. Grimaux.—“If M. Labori thinks it necessary to the defence” ...
M. Labori.—“I think it indispensable, and I beg you to complete your
great act of courage by telling the whole truth.”
M. Grimaux.—“I have sworn to tell the whole truth; therefore I cannot
refuse to answer the question. On January 16, the minister of war
caused the question to be officially put to me whether I had signed
the protest. Immediately I wrote a letter in which I said: ‘Here is the
protest that I signed; here is the text; I admit my signature.’ The next
day, at a meeting of the cabinet, a decree was presented revoking
my professorship in the Polytechnic School, where I have served
science and the State for thirty-four years. But the cabinet declared
that this would be illegal, that my petition was respectful, and that I
only exercised a citizen’s right in signing it. A week later I was
denounced in a scandalous, blackmailing sheet, ‘La Libre Parole,’ in
which it was said of me: ‘M. Grimaux, professor in the Polytechnic
School, who educates officers, is one of those who abuse the army,’
This insult was to me a matter of indifference, coming as it did from a
journal which, eight months before, although I am a Catholic, had
called me a ‘renegade Jew who had gone over to Protestantism.’ But
lately, three or four days ago,—on Friday, I believe,—the day before
the day when I was expected to testify, the minister of war asked the
general in command of the Polytechnic School to make an
investigation concerning me and to report thereupon. This letter from
the minister of war said: ‘General, we are informed that M. Grimaux
has signed protests; or taken part in manifestations hostile to the
army.’
“Gentlemen, to the first phrase, ‘has signed protests,’ I answer: It has
been well known at the war department for the last month that I
signed the protest, and admitted it. As to the passage, ‘has taken
part in manifestations hostile to the army,’ I protest energetically. I
am a patriot. When the flag passes, I salute it with respect, with
beating heart, for I saw this glorious flag torn by treason from the
heroic hands of the army at Metz, and I hope to see it floating again
above the cities that we lost, as a result of the victories that shall
restore to us our dear provinces. I not a patriot! The general has
asked about my family and my past. My family? My father in 1805
was on a frigate that fought an English frigate. In 1814 he rode in
Champagne. My grandfather by marriage was lieutenant of
dragoons, aide-de-camp of Marshal Brune, and thirty years ago he
told me of the interview of Tilsit, at which he was present. I took
lessons in patriotism sitting on the knees of two naval captains who,
in the wars of the Revolution and the Empire, fought against the
English. And more recently he who, during his course at Saint Cyr,
was the darling of my house fell gloriously, facing the enemy. Still I
see his brave, young, beardless face. Lieutenant of dragoons, he
asked to go to Soudan. He was of a line of fighters. He was a true
officer, loyal as a sword, brave as a sabre. Scarcely was he at Kayes
with his captain and eight horse-soldiers when he drove back eighty
Moorish Arabs. Then soon he was at Timbuctoo, charging
incessantly. Directly he was surrounded by the blacks, a lance
pierced his side, he fell as his horsemen were about to protect him,
and the young hero died with a smile on his lips, as was told me by
his captain, who received his dying message. He died with a smile
on his lips, as if he saw the image of his country floating before his
eyes,—the country to which he had given his young life. That is the
family of the bad patriot, of the man hostile to the army, to which I
belong. Gentlemen, I should like to stop here, but, being a witness, I
must leave no doubt as to my testimony. It must not be said that I am
a bad citizen, and, if I hurl back the insult, it is not because it was
uttered by ‘La Libre Parole,’ but because it has appeared in an
official document, and I wish to wipe it out. And so I am obliged to
speak of myself, asking pardon of the jury. Forty-four years ago I
was a naval health officer at the port of Toulon. I carried a sword at
my side. I held the rank and advantages of an officer. I served in the
maritime hospital at Toulon during the Crimean war, for to doctors
and pharmacists hospitals and epidemics are battle-fields. During
the war I left La Vendée, where I was staying on leave of absence, to
come to Paris to serve as a national guard and care for the
wounded. What, no patriot the man who saw the plateau of Villiers
covered with our dead? I saw those glorious dead, and I remember,
among others, five artillery officers, lying side by side, struck by
shells and bullets, elegant, freshly shaven, in brilliant uniform, for the
French officer goes to battle adorned like a bride who marries death.
I was honored with the friendship of Gambetta; I helped him to found
‘La Republique Française’; I have friends in the army and the navy,
from the young lieutenants of Fontainebleau to the generals of
division, and also for twenty-two years I have been connected with
that grand Polytechnic School, whose glorious motto you know, and
where there is nothing but patriotism.
“I believe, gentlemen, that there will remain no illusion as to my
patriotism, and I must say that it is in our ranks, in the ranks of those
who think as I do, that are to be found the most enlightened patriots,
who see most clearly the interests of the country. Those who insult
the army are the rotten journalists who accuse the minister of war of
having sold himself for 30,000 francs to a pretended Jewish
syndicate. The insulters of the army are those heroes of fear who
told you at the beginning of this case: Rather let the innocent suffer
torture than compromise our security, when a foreign power is
watching us! What! a foreign power is watching us, and we have an
army of two millions of men, an entire nation to defend the country,
with 2,000 educated officers, workers, ready to shed their blood on
the battle-field, who, in time of peace are preparing perfect weapons,
and you think that we would insult them? The insulters are those
who run through the streets crying ‘Long live the army!’ without
crying ‘Long live the republic!’—those two cries that cannot be
separated. The insulters are those who cry ‘Long live the army!’ and
then ‘Death to Zola!’ and ‘Down with the Jews!’ For who is there that
has not in the army a brother, a son, a parent, a friend? The army is
the flesh of our flesh, blood of our blood. Ask rather this noble
defendant, this courageous citizen who sits here on a bench of
infamy, which he will transform into a bench of glory,—ask him if he
does not share my sentiment.”
M. Zola.—“Absolutely.”
M. Grimaux.—“Gentlemen, I believe that I have said all that I desired
to say in order to wash from my honor imputations that ought not to
remain in an official document; but I venture to add that my
conviction grows more and more certain. I declare it again. Neither
insults or threats or revocation can touch me, for truth wears an
impenetrable cuirass. We have entered on a path which we shall
follow to the end. We desire the truth, and we will have it. We will
pursue this path from which nothing shall turn us, for we are of those
who want the light, complete light. Our consciences are thirsty for
justice.”
As M. Grimaux left the witness-stand, M. Zola arose and shook
hands with him, and M. Grimaux said something to him in a low
voice.
M. Labori.—“Be good enough, M. Grimaux, to say aloud what you
have just said to M. Zola.”
M. Grimaux.—“I said that I had never seen M. Zola before; I now see
him for the first time.”
The last witness of the day was M. Louis Havet, professor in the
College of France, and member of the Institute.

Testimony of M. Louis Havet.

The witness first dealt with the similarities in handwriting between the
bordereau and the Esterhazy letters, and contrasted them with the
letters of Dreyfus, pointing out especially that in the bordereau and
the Esterhazy letters the capital J’s are written half above and half
below the line, while the J’s of Dreyfus always stop at the line.
Passing then from handwriting to orthography, M. Havet testified as
follows:
“Both Captain Dreyfus and Major Esterhazy spell well. They make no
mistakes regarding the s in the plural, or in other matters of that sort.
But let us examine some orthographic minutiæ,—the accents and
the cedilla. Captain Dreyfus is not much of a grammarian; he has not
the soul of a grammarian, and he often forgets to put a cedilla where
one is needed, writing, for instance, français or façon without a
cedilla, or perhaps he will put a cedilla where there should be none,
—for instance, forçe and souffrançe with a cedilla. In this he is
capricious. He writes the word annonçant now with and now without
the cedilla. And the same as to the accents. If he writes the
preposition à, which should have a grave accent, he sometimes
gives it a grave accent and sometimes does not. He also uses
needless accents. The word nécessaire, which has an acute accent
over the first vowel, is written by him with an accent over each e.
With Esterhazy it is quite the contrary. He is very careful about his
accents, and his hyphens, and all the little details of orthography. He
puts a grave accent over the preposition à not only when it is a small
letter in the middle of a phrase, but when it is a capital letter at the
beginning of a sentence. Now, the bordereau and Major Esterhazy’s
letters show absolutely the same orthographical habits, while the
bordereau differs totally in this respect from the letters of Captain
Dreyfus.
“Again, as to choice of words. There are many ways of speaking
French. One may speak French correctly, or one may make
blunders. Now, in the bordereau there are incorrect turns of phrase
which seem to indicate a writer unfamiliar with the language, or
accustomed to think in a foreign language. ‘Sans nouvelles
m’indiquant que vous désirez me voir, je vous adresse cependant,
monsieur, quelques documents intéressants.’ The word nouvelles is
one that would never be written in such a connection by a
Frenchman perfectly acquainted with his tongue. Such a Frenchman
would say sans avis. The author thought in German and translated
into French. But let us go on. ‘Sans nouvelles m’indiquant que vous
désirez me voir, je vous adresse cependant, monsieur.’ Instead of
this, an educated Frenchman, with the instinct of his language,
would say: Quoique je n’ai pas reçu d’avis me disant que vous
désirez me voir, je vous adresse. Or else he would separate the
phrase. The phraseology of the bordereau is sometimes found in the
commercial style, but not at all in the literary style, and is written
especially by foreigners imperfectly acquainted with the French
language. Farther on, à propos of a certain document, occurs this
expression: ‘Chaque corps en reçoit un nombre fixe.’ The words
nombre fixe properly mean here that there is always the same

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