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

To: D. Swiss who wrote (18599)2/24/2000 9:44:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> I still feel strongly that Del is an excellent core holding that will return 20+% / year.

That may well be the case, Drew, but we've discussed the boxmaker sector many times, and from a Gorilla Game perspective, it lacks two of the critical elements we look for in our investments - tall barriers to entry and high switching costs. Dell, Compaq, and Gateway have made many rich over the last 10 years, but the computers have become commoditized and are an unlikely target for Gorilla hunters.

If you haven't done so already, I'd encourage you to read the Gorilla Game. It offers an approach to identifying "sure things" in high tech that has been wonderfully successful for its followers over the past few years.

uf



To: D. Swiss who wrote (18599)2/24/2000 1:17:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Drew, as a student of G/K I am sure that you know that neither GTW nor DELL are Gorilla nor King candidates. At best, they are princes. 20% a year? That's anemic by G/K standards, imo.

Keeping core money in Dell is unthinkable for me. CSCO, MSFT, INTC, yes.


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