Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stockman_scott who wrote (5367)	8/25/1999 11:04:00 AM
From: Jean M. Gauthier	Respond to of 54805

Thank You Scott.. EXACTLY ! This confirms it, they are right ! I forgot about the ISP Service, and Gigabuys is their ELECTRONICS store they are ramping up. I liked, the comment about Commodization, so the best, most efficient and LEAN model wins. I like Dell not because it sells PC and Servers (Although I like those and ComPaq in my job) but because, and only because of the E-commerce powerhouse aspect. $ 30 Million/day, what's Amazon's volume ? Anyone know ? ROIC 200% ! What is MSFT and CSCO 's ? Hey guys , jump in Take care Jean