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

To: Knighty Tin who wrote (209)	2/20/1999 3:52:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I'd like use Michael Burke's comments about the PC biz as a springboard to point out one huge difference between a king and a gorilla. Despite the declining unit prices of PCs in the past (and surely in the future) Dell's management has executed nearly flawlessly in the past decade. The point is that Dell HAD to execute perfectly to have the success it enjoyed. And every single day in the future it must continue executing perfectly to enjoy similar continued success. Contrast that with a gorilla whose management team can execute downright poorly for a couple of years without causing the gorilla to fall sick to the ground. The gorilla's value chain comes into play to keep the company going not just during the good times but also during the times when the executive management team performs in less than stellar fashion. Kings, by definition, simply don't have that margin of error that gorillas do. --Mike Buckley