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

To: Apollo who wrote (32007)	9/21/2000 2:14:12 PM
From: tekboy	Read Replies (3) \| Respond to of 54805

Mrs. Apollo still lets you make investment decisions, even after the year QCOM has had? tekboy/Ares@shemustbemoreforgivingthantekgirl.com PS if you read the article last week and liked it, whyncha post it? :0) PPS Forget terabytes, yottabytes are my favorite... webopedia.internet.com PPPS what's the new Apollonian portfolio distribution look like, then? PPPPS when you start playing options, we'll switch your name to Dionysus... PPPPPS congrats on the cool post nomination...

To: Apollo who wrote (32007)	9/21/2000 2:47:28 PM
From: sditto	Read Replies (1) \| Respond to of 54805

<<EMC estimates annual PC growth at ~ 6%, networking growth at 8%, and Storage growth at 18-21%>> I had a series of meetings with DELL management a few weeks back which provided some interesting perspectives... - DELL sees two major drivers of future growth - global expansion and enterprise server and storage products. - The latest numbers from industry analysts confirm DELL is growing significantly faster than the industry in all geographies and major product areas and may very well hit their 30% growth targets for this year and beyond. - DELL no longer views their competition as CPQ (they believe they have all but put the last nail in that coffin) and have turned their attention to SUNW and EMC. - DELL believes their low cost structure will allow them to profitably sell their enterprise server and storage products for less than SUNW and EMC can manufacture their products. They view this advantage akin to a Judo move where the opponents' own momentum can be used against them. - DELL does not use the Gorilla Game vernacular (in fact they have their own curious Dellspeak for almost everything) but does understand the issue of architecture control and believes their efficiency-driven business model will win in any market where architectural control does not exist. - They have a smart and intensely focused management team determined to fulfill the above scenarios.

To: Apollo who wrote (32007)	9/21/2000 3:12:04 PM
From: Knight	Respond to of 54805

> EMC, whose leaders I am sure have read all the same books > we have, may react accordingly and co-opt the NAS market > by hook or crook, and even by hurting its own margins, > or they may play like IBM and move upstream per the > Innovator's Dilemma. What I can't figure out is why they don't just buy NTAP. (Of course, it would have been a lot better if they would've had the prescience to buy them a year ago when their market cap was < $5 billion instead of the current $42 billion.)

To: Apollo who wrote (32007)	9/21/2000 3:45:13 PM
From: johnzhang	Respond to of 54805

Intel & Nvidia Inside Details about Microsoft's Xbox: yahoo.cnet.com Highlights: Nvidia's media communications processor, dubbed the MCPX, will handle advanced audio along with connections to networking, storage and other components. The chip, which accompanies an Nvidia graphics chip and Intel Pentium III processor inside the game console, includes support for broadband and dial-up Internet access, further proof that Microsoft's upcoming Xbox is shaping up to be more than just a game machine. With this chip, Microsoft can market the box as a home networking station. But Nvidia's new silicon will also play a part in grander plans at Nvidia to occupy more real estate inside PCs and to put the company in direct competition with Intel and Via Technologies. Taken together, the multimedia and graphics chips Nvidia is making for the Xbox can supplant most of the companion chips that accompany a microprocessor inside a PC.