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Technology Stocks : Dell Technologies Inc.
DELL 130.49+0.4%3:59 PM EST
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To: Proud_Infidel who wrote (22629)11/23/1997 10:18:00 PM
From: Meathead   of 176387
 
Brian - I define commodity as something that's quiescent and
mass produced with massive competition. A commodity being defined
as a product not incorporating proprietary technology does not
complete the equation. In this environment, "ability" to produce
or properly integrate is an improtant differentiator. The ability
to produce something first or retain a commanding lead over the competition defies commoditization while price wars are a result of supply and demand. Regarding my previous post, how much of a pricing advantage does Samsung have over Micron
for 256MB DIMMS using 64Mbit densities?

Intel has more than a great marketing dept. How much competition
do they face for their PentiumII Slot1 and Slot2 processors?
Well, none directly, there are only alternatives from AMD and
Cyrix if the buying public wishes to persue them.

What's the true definition of a commodity in technology? Maybe
it's just semantics. The traditional definition is something
useful that can be turned to commercial or other advantage.
My point is that things are moving too fast for traditional
definitions. How long ago was it that 256kbit densities were
considered a commodity and where are they now?

RamBus is a new functional and electrical description of a
memory technology. Intel now has it's first functional
silicon. When will it officially become a commodity?

BTW, PC's are loaded with proprietary technology, PC manufacturers
pay royalties to use this stuff.

MEATHEAD

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