Ed,
I agree with your post to Steve on de-inflation without totally digesting it. As to whether it is good for financial markets? I would think they would need adjustment to currencies too? It becomes just a matter of time as to when?
For instance, you state cost of pc coming down is good, and margins can be maintained by volume increases in sales. But at what point do you meet saturation? Where you have excesses not becauses of lack of buyers, but because to many players? I know you stated "small players would lose out over time"....
But I would think as the TV, we would have alot of players to begin with? Did we in pc's? They are new to me so I would need people like Steve to answer that question? If I remember from older posts the answer is yes.
That in my opinion would keep prices up IMO. How so, no one company wants to plunge prices down as to scare off potential buyers, who may want a new unit later on for a second time purchase.
I know I keep going back to the TV as example. But I feel the merger is coming very shortly. And if you look at companies who make TV's, none make money anymore, players are few. Costs of units, nothing?
Stock prices, depressed!
IMO there has to be some "new technology" to keep them alive.
Just an opinion?
Ken |
