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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jean M. Gauthier who wrote (5308)8/24/1999 4:28:00 PM
From: chaz  Read Replies (3) of 54805
 
Jean...I'll answer both at once.

RE: Talking about Dell....you do realize that the kind of thinking you've presented is clearly outside the box. I bet there are more than a few here who sat up and took notice.

So take it a step further. If Dell is no long a boxmaker but an eCommerce outfit, what's their next move? Are there other hi-tech segments where their model could be applied as well as with PC's? Are there non-hi-tech segments that could be appropriate? Have you spoken with Michael about this yet, and if not, do you plan to do so? (PS, were I you, I certainly would drop him an eMail.)

The LEAPS book I bought is called LEAPS by Harrison Roth. Someone else (on G&K) recommended it to me, but I gotta tell you, reader though I am, texts on this subject make my mind glaze over, this one was no different. I can't stay with them for more than five or six minutes...
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