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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: stockman_scott who wrote (488)2/25/1999 9:50:00 PM
From: KY  Read Replies (2) of 54805
 
Scott,

Dell is very good at what they do, but they are no gorilla. They assemble components and put them together in a box. Thank goodness for their direct model. Lookout...the competition is starting to get a grip on this. And guess what? They are starting to realize that they cannot remain high end snobs anymore.

They have no proprietary technology and spend very little on R & D in comparison to the "real" gorillas.

KY
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