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Technology Stocks : PC Sector Round Table

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To: LK2 who wrote (358)5/17/1998 11:56:00 AM
From: Yogi - Paul  Read Replies (1) of 2025
 
Larry,
I am afraid all the "heavy hitters" on this thread have missed the point.
Disintermediation is nothing more than the removal of obstacles between end user and manufacturer (or provider of services/intellectual property). It is the elimination of all possible non value added steps in a distribution system of any kind.
Think of disintermediation as "e-commerce" in all its forms.
You might also think of it as the driving force in productivity gains now and for the foreseeable future.

BWDIK, I went to school on the other side of the Charles River,

Yogi
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