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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (47256)6/11/1998 8:56:00 PM
From: Techie  Read Replies (3) of 176387
 
Dell, definitely NOT a GORILLA! Of course you already knew that, a reminder for those who might not.

"Secondly, this distinction between
gorilla/chimp/monkey and king/prince/serf markets
[where companies don't own a proprietary technology or
lock in their consumers - like PC manufacturers] is
huge. And the reason it's huge is gorillas, chimps,
and monkeys lock their customers in so that they get
lots of add-on and upgrade business.

Kings, princes, and serfs do not necessarily lock
their customers in and, therefore, although they might
grow as fast as gorillas, chimps, and monkeys, they
don't necessarily have lots of profits coming to them
for many years out. They're going to have to compete
in a very brutal marketplace. And gorillas, chimps,
and monkeys just don't suffer the same pressures that
kings, princes, and serfs do. So understanding the
distinction and being able to determine whether a
marketplace is one or the other I think is crucial to
playing the gorilla game."

And guess what? I have a URL for you.

pathfinder.com

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