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.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: stock bull who wrote (118743)	4/19/1999 12:47:00 PM
From: TREND1	Read Replies (3) \| Respond to of 176387

Stock Bull There is a 7-11 type store in Japan I read about. As soon as you buy any item, a computer sends a message to the central warehouse. If CPQ could develop something along these lines, then you buy XYZ computer at circuit city and two seconds later the factory knows about it. Like keeping tract of seats on airplanes. Comments ? Larry Dudash

To: stock bull who wrote (118743)	4/19/1999 1:20:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

sb..<ot> that is where we disagree...in essence, anything that is bought and sold can be deemed by definition a "commodity"....but if the buyer has freedom of choice to customize his purchase than it's not a "pure commodity"...to me commodity is that which if you close your eyes, all producers offering look, feel, smell, and perform the "exact" same function and purpose....if you apply the same logic to white boxes..than aren't mainframes and servers also commodities?... direct sale with bto negates "guessing" of market...nothing ever becomes stale...able to change with the market requirement...direct sale with "standard" inventory, next best...but still at risk, depending on inventory level and mix...indirect sale can also use bto approach...just an extension to manufacturer sales force...indirect sale with owned or consigned inventory only works for true commodity for which there exists no possible variations or configurations, or has capability of being modified at the indirect seller level at an added modification cost...problem i see in pc market is that indirect sales mentality is not done thru exclusive franchise...sell many brands side by side and the distributor/dealer/retailer will move what he needs at whatever price required to do so...inventory costs money at any level proprietary nature of a product has no bearing on defining a commodity...patent protection also not applicable...intel has a proprietary product and patent protection in p3....if you want p3, can only get from intc...so is it considered a commodity???..it meets your requirements!...i think the "misnomer" is causing many to become shaky of the future of tech sector...it's become a "buzz word" used by many who fail to understand what a real commodity is and how it is brought to market...when i start seeing "computer futures" trading in the pit, i might agree.....good luck, ed a.