Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (47256)	6/11/1998 8:56:00 PM
From: Techie	Read Replies (3) \| Respond to of 176387

Dell, definitely NOT a GORILLA! Of course you already knew that, a reminder for those who might not. "Secondly, this distinction between gorilla/chimp/monkey and king/prince/serf markets [where companies don't own a proprietary technology or lock in their consumers - like PC manufacturers] is huge. And the reason it's huge is gorillas, chimps, and monkeys lock their customers in so that they get lots of add-on and upgrade business. Kings, princes, and serfs do not necessarily lock their customers in and, therefore, although they might grow as fast as gorillas, chimps, and monkeys, they don't necessarily have lots of profits coming to them for many years out. They're going to have to compete in a very brutal marketplace. And gorillas, chimps, and monkeys just don't suffer the same pressures that kings, princes, and serfs do. So understanding the distinction and being able to determine whether a marketplace is one or the other I think is crucial to playing the gorilla game." And guess what? I have a URL for you. pathfinder.com

To: Mohan Marette who wrote (47256)	6/11/1998 8:59:00 PM
From: HDC	Read Replies (1) \| Respond to of 176387

Mohan, I just saved your post in my DELL file for future reference. Your post says it all. I had to replay the video tape when I heard Michael say that last night. Do you care to make a guess as to what market share (%) Dell will have in 10 years? Duncan