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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (31104)	10/26/1999 1:50:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 74651

>> people are still enchanted by pc's & don't realize they're buying a differentiated commodity. I'm struggling to understand "differentiated commodity". It seems to be an oxymoron. If an offering is differentiatable, wouldn't that mean it isn't a commodity? Actually, dell's direct fulfillment model is the most significant reason they have gained market share. Some claim it can be duplicated, but no one has managed to do it as well as dell. uf

To: blankmind who wrote (31104)	10/26/1999 10:21:00 AM
From: taxman	Read Replies (1) \| Respond to of 74651

"they're buying a differentiated commodity." for example spreadsheets--quattro pro, excel, lotus? regards

To: blankmind who wrote (31104)	10/26/1999 11:12:00 AM
From: Michael Pogor	Respond to of 74651

OT. I don't agree about Dell. There are many companies that have been quite successful selling "comodities". Coke, for one, comes to mind.