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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (32007)9/21/2000 2:47:28 PM
From: sditto  Read Replies (1) of 54805
 
<<EMC estimates annual PC growth at ~ 6%, networking growth at 8%, and Storage growth at 18-21%>>

I had a series of meetings with DELL management a few weeks back which provided some interesting perspectives...

- DELL sees two major drivers of future growth - global expansion and enterprise server and storage products.

- The latest numbers from industry analysts confirm DELL is growing significantly faster than the industry in all geographies and major product areas and may very well hit their 30% growth targets for this year and beyond.

- DELL no longer views their competition as CPQ (they believe they have all but put the last nail in that coffin) and have turned their attention to SUNW and EMC.

- DELL believes their low cost structure will allow them to profitably sell their enterprise server and storage products for less than SUNW and EMC can manufacture their products. They view this advantage akin to a Judo move where the opponents' own momentum can be used against them.

- DELL does not use the Gorilla Game vernacular (in fact they have their own curious Dellspeak for almost everything) but does understand the issue of architecture control and believes their efficiency-driven business model will win in any market where architectural control does not exist.

- They have a smart and intensely focused management team determined to fulfill the above scenarios.
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