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

To: Mike Buckley who wrote (14642)	1/9/2000 12:06:00 AM
From: Eric L	Read Replies (3) \| Respond to of 54805

Mike, << As for AOL, it's neither a King nor a Prince as you suggest. It's a Godzilla >> Glad to see you have read the RTFM. <g> Before Geoff published it, it was perhaps a King (arguably, as I did argue against in March or so 98, on this thread with the good Uncle). There were some AOL conversation here in the early days of the thread as you recall. You would remember better than I, what if anything was the thread consensus back then. ... but you are correct. Since Geoff has coined a new word in his ongoing endeavors ... tis a Godzilla. As for EMC, in the months before he published Gorilla Game, Geoff referred to EMC as the King of data storage, to illustrate the difference between royalty and primates while he was introducing the concept in prepublication speeches, as I recall. Since DS called our attention to SAN and NAS, I've thought about the Gorilla, King, distinction, as re EMC. More so than in the past. I was simply comfortable with it in my portfolio. I do now lurk the EMC thread examining this a bit closer than I did in the past for the reason stated below. << If you believe that Kings offer the same risk/reward scenario as Gorillas, we'll politely agree to disagree >> I do not. I side with the FM & the RFM and you, and UF, on this one. We don't have to politely disagree. - Eric -

To: Mike Buckley who wrote (14642)	1/9/2000 12:48:00 AM
From: chaz	Respond to of 54805

Mike, I think a whole lot of people recognized pretty early that Dell's business model (selling direct, and then via the internet) was going to be a tremendous cost cutter in a middleman dominated business. Lots of "consumers" have been won over at retail with banners reading "Factory Prices"... Michael Dell actually delivered.