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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Technologyguy who wrote (2513)	3/27/1999 5:08:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 28311

Re: However, in businesses where products are relatively interchangeable, once your competitors have made the investment in developing and implementing efficient online purchasing, production and distribution systems, margins will tend to fall. Fair enough but I think this sentence underestimates the technical task here. Dell for example made some key decisions early on (such as deciding not to go with a too-rigid Sap implementation) that eventually propelled them so far ahead that cpq couldn't really catch up... imo (a disclaimer is I am ex-Dell logistics, this is just my opinion). If you take for example e-toys (my favorite new retailer), in order for them to effectively manage their supply chain they are going to have to do a lot of custom development... probably an I2 implementation which is a killer - they will need to obtain management from one of the few companies that is successful in this type of automation - Dell, Amzn or on the outside maybe Walmart, its a difficult management challenge is my point - many try and fail. For example I doubt Borders will ever be successful automating their logistics based on my knowledge of their infrastructure and mgmt. Michelle