Gee Thanks....
Aw shucks..... <g>
Where do I go next ?
Here's more food for thought ( I am repeating myself a bit here, as I am making up my ideas, and sprucing them up <smile>)
1- E-Commerce/Amazon-like Powerhouse
2- Profitable E-Commerce.
3- Scalable model, Volume, Pricing, Other Products & Alliances with who else, Amazon and others.
Also Bidding too, a la E-Bay.
4- Barriers to entry = 2, in that I2 Technologies SCM Installation (JIT Manufacturing/AMEX Cash-Model)
as well as the complete DIRECT -Disintermediation model (Dealers NOT!) they use as their e-commerce paradigm.
5- Cash-King, a la Cisco, MSFT, where Debt is 0 and cash rules. Also uses Cash from Sales BEFORE paying suppliers and BOOSTS ASSETS(Not EPS) with option sales, among others.
6- Another thing: This company looks like Coke BEFORE their internationalization (which made coke x 10 it's market cap)
as the internet gets rolled out to these places.I ma in Singapore, I order online, a factory in Malaysia makes it in 24 hours and I have it delivered in 36 hours or less.
7- They also must have the pricing advantage over all others, because of that model, as well as Margin advantage.
8- ROE % ROI is insane, a la MSFT and Cisco.
Wow
What do you guys think ?
It's a King Boxmaker, but maybe people have been focusing on the Business (PC's) instead of the Model (E-Commerce) this company really is. Maybe a Primate-to-be in the E-Commerce ELECTRONICS Area ?
Take care everyone...
P.S. Shall I continue, or is someone going to add something ? |
