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

To: Bruce Brown who wrote (5301)8/24/1999 1:57:00 PM
From: LindyBill  Respond to of 54805
 
Stubborn on the new King in the PC industry.

Yeah, you are a "Dellhead", Bruce! I had about a "10 bagger" on Dell, but I did not fall in love with it.

I just believe in moving on to greener pastures when I can find them. :0)



To: Bruce Brown who wrote (5301)8/24/1999 2:01:00 PM
From: Wyätt Gwyön  Respond to of 54805
 
Bruce, Yes, that analyst was Mr. Dan Niles of BancBoston/RS. There was another who made the revenue call with him, but Niles is the 'real' one we all remember.

Are you talking about Ashok Kumar? He is the one who really made the call, and Niles got the credit. Kumar is THE AX cuz he made the bold call and got it right. TheStreet.com chronicled the whole thing.


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