Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (15978)	1/30/2003 2:37:26 PM
From: Lizzie Tudor	Respond to of 19219

But as far as expanding a business and generating more revenues -- the only industry -- perhaps -- for which more revenues are generated -- is the software companies themselves. This is not a net revenue generator for the company who purchases the product -- it is a cost reducing -- not revenue enhancing investment. Again, I say -- no foundation for increased revenues for anyone except the SW co. Yes I have heard your argument before, ok I see where you are coming from. This is a deep chasm so I don't want to get into it here.... but in general terms you need to look at Dell or Amazon and decide if those companies are wealth generating or not, a huge amount of software sold now is used essentially to do what those 2 companies did. So when Gap buys software it is for use in the Gap.com sub. You could say this adds no value and there is no way for me to disprove you really. E-commerce is a visible example but there are others such as retail pricing software, this is key in making all the products consumers are buying now so cheap. Does this add or subtract from overall profitability... well its a sort of "you first" phenomenon for sure. What I will say is that overall, the implementation of this stuff makes US companies globally competitive whereas without it they would not be. The old auto-industry in the 80s argument. Lizzie