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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (3136)	6/25/1999 11:59:00 AM
From: Nichols	Read Replies (2) \| Respond to of 54805

RE: IBM. I currently own about half the Gorilla Port. Sitting on some cash right now that's itching to be invested. Looking for a "safer" tech/telecomm. stock. I currently own alittle IBM, thinking of increasing to take advantage of growth, while being somewhat less volatile than the EMC/ATHM//CSCO's out there. Any thoughts?

To: Tony Viola who wrote (3136)	6/25/1999 11:13:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tony, You mentioned that IBM is the King of services and storage. As you know, the first criterion of kings is that they have twice the market share of the #2 competitor. Regarding services, do they break out their revenue enough to reveal their market share and is it really that huge? Regarding storage, what area of storage do they have such a commanfing market share? (They're behind EMC and losing ground in the SAN market.) --Mike Buckley