SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.24+2.1%12:54 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Meathead who wrote (22614)11/23/1997 9:16:00 PM
From: Proud_Infidel  Read Replies (1) of 176387
 
PC's are not a commodity. Period. No way, No how,
not today, not even close. Tomorrow, someday, yes. Any product
that's continually being redefined every six months is not a
commodity. Any product that becomes obsolete every 2-3 years
does not classify as a commodity

MH,
Using your line of thinking, DRAM's are not a commodity product nor are disk drives nor MPU's when in fact they all are. Intel just has a great Marketing Dept. Isn't a commodity product simply defined as a product not incorporating proprietary technology? DRAM's are and have been changing- from the SIMM's and DIMM's of the past to the EDO of the present; from 4 to 8 to 16 to 32 MB; from line widths of .5+ microns to .35 and below. They are changing rapidly but there is no proprietary technology that makes Micron Technology's DRAM different from TI's in any substantial way. Why do you think we are seeing the price wars? PC's are in fact a commodity to a great extent. Very few PC makers incorporate proprietary technology. Most simply install Windows and the Office suite and send the machine on its way. I am not saying this is a bad thing; it's what people want. I am not sure too many people would pay a premium for a PC simply because it is differentiated. IBM has on its line of PC's a home-control unit that takes care of the lights etc. when you are away from home. Has this had a big impact on their PC sales? I don't think so. People for the most part, simply want Windows and a spreadsheet/word-processing program. Just my .02

Happy Investing,

brian
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News