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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8097)	8/30/1999 11:00:00 PM
From: Bob Rudd	Respond to of 78835

Paul: Manu Housing into retail - One other issue that argues for not owning or acquiring existing dealers is disintermediation effects of the net. There's a lot of small and mid-size players that may have been choked out of the dealer network that may go to the net. The lower cost will force the rest that way. These dealers are gonna be Dell'd [Direct with no local presence], Gateway'd [Direct with small local showroom], and Amazon'd [Multi-product virtual intermediary, possibly complimented with regional contract showrooms]. Not tomorrow, but soon because price and cost is key driver and build to order model would send returns way up by reducing the large inventory cost in the overall system. bob