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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Francis Chow who wrote (5748)4/23/1998 11:01:00 PM
From: Bill Jackson   of 6843
 
CPQ resumed production at a far lower rate, after getting channel choke. A serious situation as it also means some of the coked channels will go broke and this will impinge on them this summer.
Bit by bit the entire distribution system is losing a full tier. The direct model, like Dells is increasingly becoming mandatory. This means a collapse of thousands of small retailers of boxes who will no longer have the solace of software and accessory sales(with high margins and never return) as the Dell competitors try to match the price and have quaint local retailers(and their 'service') and a fe wpoints go away, and then some more, and then the supplier goes direct, and the retailer....poof!!
Vars will survive and do well, and soon Dellvars will appear to compete at that level.(unless Dell does that inhouse).

The increase in zero sales tax web sales coupled with very fast delivery as well as low prices will suck the life out of those small dealers. The big ones will be hard pressed as they have tiers of costs as well as ponderousness. They are a month behind on hard drive prices because they have a supply chain 1 month deep. Screwdriver shops will persist as they are immediately responsive to price drops and in fact lead the way in pricing.

Bill
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