When an industry gets mature and starts getting commoditized, we almost always see a race to the bottom. Whether it was automobiles, TVs, computers, or appliances, Asian brands eventually destroyed Western brands thanks to their comparable reliability and far better economics. Within the computer market, the Asian brands that were winning were Asus, Acer, and Lenovo, but this didn’t last forever. In fact, over the past 10 years, HP and Dell have very much reclaimed their brand dominance within the computer market. One of the main reasons for this is that consumers are now looking for different attributes when purchasing a computer. They’re no longer looking for the cheapest machine on the market but rather, the best machine on the market within a reasonable price range. This video explains how American brands won back the computer market, and why Asian brands were not able to keep up.

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Timestamps:
0:00 - American Brands
2:16 - Exhausted Customers
4:40 - Peak Computer
8:22 - In The Trenches

Resources:
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Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
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