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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jill who wrote (2090)5/21/1999 12:57:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Jill, By definition, a King has 2X the market share of its closest competitor. The box sector is so fragmented I doubt that will happen. You could narrow your scope and look at Dell as the King of the Direct Fufillment Box Sector, but royalty from tiny principalities don't get much respect. IMO, the box sector will be dead money until 4Q.

After ignoring LindyBill's good advice for 4 months I liquidated the small remainder of my dell position yesterday at 40 and moved into more Softee and Q. I'm not going to shop story stocks when Gorillas are being offered at bargain prices (msft @ 79 and Q @ 100).

Frank

btw, nothing blocks you from visiting your friends on the dell thread if you don't have a position.
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