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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (713)3/8/1999 12:12:00 PM
From: Martin Rasch  Read Replies (3) of 54805
 
....and if we are going to enter a phase of internet hypergrowth, Dell has another warp factor in store as well

It's obvious that we are in a phase of internet hypergrowth.....but according to the rules of the Gorilla Game we should ask ourselves whether the tornado in their field will continue. I doubt that dell can maintain it's growth rate.

And if so, since there is no proprietary advantage, a GG player should sell the category.

But more interesting to me is the question Where in this internet rocket can emerge Gorillas, huge Gorillas with killer applications and proprietary control?

Dell and CPQ should be removed from the G&K index.

IMVHO

Thanks

Martin
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