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

To: Mike Buckley who wrote (5365)	8/25/1999 10:57:00 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Gee Thanks.... Aw shucks..... <g> Where do I go next ? Here's more food for thought ( I am repeating myself a bit here, as I am making up my ideas, and sprucing them up <smile>) 1- E-Commerce/Amazon-like Powerhouse 2- Profitable E-Commerce. 3- Scalable model, Volume, Pricing, Other Products & Alliances with who else, Amazon and others. Also Bidding too, a la E-Bay. 4- Barriers to entry = 2, in that I2 Technologies SCM Installation (JIT Manufacturing/AMEX Cash-Model) as well as the complete DIRECT -Disintermediation model (Dealers NOT!) they use as their e-commerce paradigm. 5- Cash-King, a la Cisco, MSFT, where Debt is 0 and cash rules. Also uses Cash from Sales BEFORE paying suppliers and BOOSTS ASSETS(Not EPS) with option sales, among others. 6- Another thing: This company looks like Coke BEFORE their internationalization (which made coke x 10 it's market cap) as the internet gets rolled out to these places.I ma in Singapore, I order online, a factory in Malaysia makes it in 24 hours and I have it delivered in 36 hours or less. 7- They also must have the pricing advantage over all others, because of that model, as well as Margin advantage. 8- ROE % ROI is insane, a la MSFT and Cisco. Wow What do you guys think ? It's a King Boxmaker, but maybe people have been focusing on the Business (PC's) instead of the Model (E-Commerce) this company really is. Maybe a Primate-to-be in the E-Commerce ELECTRONICS Area ? Take care everyone... P.S. Shall I continue, or is someone going to add something ?