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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (33365)10/19/2000 10:26:16 AM
From: areokat  Read Replies (1) of 54805
 
>>You are unusual. I am at the other extreme.<<

Actually we are probably pretty close in our outlook on spending money on computer power. My Dell replaces a VAR P-100 with a 26K modem.:)
The slow down in PC's will probably fall somewhere between the extremes people are talking about.Companies like Dell will probably make good money but not Gorilla/King amounts.
As much as I like Dell as a company I did sell my Dell position on LindyBill's warning.

Now when are our gorillas and kings going to kick it in gear?<g>

Kat
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