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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (12488)12/10/1999 7:46:00 AM
From: Len  Read Replies (1) of 54805
 
John,
Outside of mainframes where do you see IBM as a gorilla. Somehow, if I am Exodus IBM would not be my major concern. Look at how many companies have kicked their buts in markets that IBM was supposed to dominate--- EMC and Dell for instance.

Len
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