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


To: DownSouth who wrote (18627)2/24/2000 2:23:00 PM
From: D. Swiss  Respond to of 54805
 
Downsouth, GTW will grow significantly more than 20% per year and the quality of their earnings will improve dramatically from their non-system revenues. Read the news on GTW for the past two days.

As far as Dell is concerned, IMHO, it will continue to outperform the industry by a wide margin, focusing on the high margin Enterprise business, services, storage, consumer and small businesses. Watch and see!

:o)

Drew