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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (32)9/3/1999 5:44:00 AM
From: Bruce Brown  Read Replies (1) of 1817
 
>As an example, if DELL could patent enough of its production and assembly processes (which they've already started doing) to the point where they could develop a model in which they set the new defacto standard for fulfillment and their competition is prevented from matching them, then some might want to argue that they are a Godzilla in the making from an "ebusiness" perspective (though not from a computer OEM perspective).

>Lame example, but I think it makes the point.

Not lame at all. You remember the 'new' look at Dell a poster was trying to make on the G&K thread. Sorry, I forget her name, but it was a valuable look at what Dell has perhaps become in terms of e-business. Directed at the thought that an investment in Dell was not in that of a computer OEM, but that an investment in Dell was actually in its unique business model for the future. Which of course looks like e-business to many.

BB
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