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To: Amy J who wrote (66739)12/19/2004 1:25:05 PM
From: Elroy  Respond to of 77400
 
Unfortunately, what about the later stages, decades after it goes commodity?

You mean like autos (GM and Ford are #1 and #3), printers (HPQ is #1), PCs (Dell and HPQ are #1), shampoo (P&G is #1), uhmmm, which commodities are you refering to?

No brand generics? There's not much profit there....



To: Amy J who wrote (66739)12/19/2004 1:28:56 PM
From: Elroy  Respond to of 77400
 
And certainly not during the end stage of a lifecycle, when winning is all about mfg costs.

Late stages is all about BRAND in everything other than actual commodities (gold, oil, copper, etc.). Coke, Pepsi, Levis, Nike, Kleenex are all frickin' decades into their late stage, and consumer pay premium prices for brand (not cheaper manufacturing costs).

Chinese don't have ANY edge on brand. Just watch Huawei try to sell Ethernet switches to Citibank.....


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