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

To: kumar who wrote (21748)	3/30/2000 1:57:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

not sure what Dell is really trying to accomplish here We haven't seen Jean Gauthier around here for a long while, sadly, but I bet she'd be able to share the vision with us. This news of Dell is not at all a surprise to the people who paid attention to the stuff she told us about a long time ago, the kind of stuff the company was doing to get as close to having the powers of a Gorilla as possible without having the attributes. Dell, I'm certain, is using the same forward-looking thinking that is sympotmatic of their first efforts to approach their industry in a completely new way. Imagine Dell investing in all sorts of start-ups, guaranteeing access to those technologies in a partnership way that their competitors won't enjoy. Don't be surprised if Dell manages to take on a Godzilla characteristic or two by the time they're done making a few dozen investments. --Mike Buckley