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

To: stockman_scott who wrote (367)	2/23/1999 8:57:00 AM
From: LindyBill	Respond to of 54805

Scott, I made a bundle on Dell the last 3 years, and got out at 92 when it became obvious that the growth was slowing. You now have 2 quarters to show that the company is good for 25% to 35% growth from now on, and the margins are going to shrink. This is what can happen to a "King", and why you should hold one much lighter than you hold a "Gorilla". It is still a fantastic company, but the days of 55% growth are over. As I said on the Dell thread last week, don't let your love for the company overcome the reality of the stock return. In my opinion, you will do much better with Microsoft, Cisco, and Intel .