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

To: chaz who wrote (21746)3/30/2000 1:43:00 AM
From: kumar  Read Replies (1) | Respond to of 54805
 
not sure what Dell is really trying to accomplish here. They have some ownership in ICGE (an i'nut incubator). one has to wonder :is this company a direct seller of PCs or something else ? On those grounds, i sold my Dell holdings a week or so ago, after holding it for 2+ years.

cheers, kumar



To: chaz who wrote (21746)3/30/2000 3:46:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
chaz, Dell has added less than 5% to NTAP's sales. A cc or two ago, DW (CEO) indicated that Dell's sales force is having a bit of trouble grasping the filer paradigm and NTAP is working hard to train them.


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