Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (2683)	6/17/1999 12:12:00 AM
From: Uncle Frank	Read Replies (5) of 54805

Tony, LindyBill's examples are dated. Compaq no longer has regal market share; imo both they and Dell are Princes in Kingless domain. In the network memory area, it appears both emc and ntap have proprietary systems with significant switching costs, but neither had an approach that allowed them to be the sector's rulemaker. I guess you'd have to call them, and IBM, Princes of the sector, but it doesn't mean they aren't damned good investments. Frank

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