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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (4343)	7/28/1999 9:45:00 AM
From: chaz	Read Replies (2) of 54805

DS: Really good post. There are others here with an interest in these two, so let's have some more thoughts. I just know there's a way to do this, and with enough looking, we're going to find it. With your notion, DS, we can monitor the trade press for news of Dell's NT succeses as a proxy for NTAP progress. BTW, whatever happened to the anticipated slow-down in PC sales. Did everyone see the news (advertisement) that Dell is going to offer Dell-branded internet access for one year plus a sub-$1,000 pc. For a company that's supposed to be focused on the higher end user, or the second time buyer, this is pretty aggressive, and they're still gaining on Compaq. I like this move very much because it positions them also to sell the present low-end buyer when they move up 3-5 or fewer years from now based on brand loyalty. Southern MD is pretty country. Hope you get some daylight time to enjoy it.

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