Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (377)	2/23/1999 2:11:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>>C'mon Frank, I've been here as recently as Sunday I was just kidding, Tony <g>. Fortunately, this thread has remained one of the few places you can debate stocks on SI without getting into flame wars. Even the oft times contentious Mr. Burke (you should see him on the dell thread) was a gentleman here, and contributed to our discussions. With regards to your query about dell, I have to admit I wasn't in a mood to debate their business model over the weekend. Their precipitous drop from 110 to 80 over a two week period did some real damage to my net worth, and I've been pretty introspective, examining how I can avoid repeating that scenario. Very painful, but thank goodness I wasn't on margin, like some of my fellow dellheads. Some of them got wiped out; a very sad situation. I see that LindyBill has answered your question regarding Gorilla Game definitions. I agree with him that Dell is currently a Prince in the box maker sector, and King of the direct fufillment sector. I had hoped that their last report would vault them into King of Boxmakers, but alas, they are still a Prince. Frank

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