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

To: Tony Viola who wrote (377)	2/23/1999 12:54:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

?? for the Group: I need a bookmark to obtain Call Option prices for MSFT and do not have one on the machine I am using today. Does anyone have one handy they could share with me? I would be very grateful. Thanks, Teflon

To: Tony Viola who wrote (377)	2/23/1999 1:12:00 PM
From: LindyBill	Respond to of 54805

You never answered me on that one... How can any box maker be considered a King? May I answer, Tony. For our purposes, and by the book definition, a "King" is a company in "Tech", (we don't discuss others normally here), who dominates its market, but does not have a technical "lock" on it. In the "box maker" market, when you look at relative size, Compaq is a "King", and Dell is a "Prince". However, If you want to narrow it down to direct sellers of boxes, then Dell is a "King". Gorilla, chimp, monkey, King, prince, etc, why bother? Other's, and I who have read the book, find it is helpful to us in making investment decisions to classify companies this way.

To: Tony Viola who wrote (377)	2/23/1999 2:11:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>C'mon Frank, I've been here as recently as Sunday I was just kidding, Tony <g>. Fortunately, this thread has remained one of the few places you can debate stocks on SI without getting into flame wars. Even the oft times contentious Mr. Burke (you should see him on the dell thread) was a gentleman here, and contributed to our discussions. With regards to your query about dell, I have to admit I wasn't in a mood to debate their business model over the weekend. Their precipitous drop from 110 to 80 over a two week period did some real damage to my net worth, and I've been pretty introspective, examining how I can avoid repeating that scenario. Very painful, but thank goodness I wasn't on margin, like some of my fellow dellheads. Some of them got wiped out; a very sad situation. I see that LindyBill has answered your question regarding Gorilla Game definitions. I agree with him that Dell is currently a Prince in the box maker sector, and King of the direct fufillment sector. I had hoped that their last report would vault them into King of Boxmakers, but alas, they are still a Prince. Frank