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

To: stockman_scott who wrote (488)	2/25/1999 7:54:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>Uncle Frank: Sorry to mix up definitions. In my book DELL is clearly a "Gorilla" in the build to order hardware arena. Scot, In all friendship I must say RTFM (https://www.siliconinvestor.com/readmsg.aspx?msgid=7991640), or better yet, read the book (http://www.amazon.com/exec/obidos/ASIN/0887308872/qid=919990200/sr=1-1/002-3388221-9970239) We get pretty touchy about mis-application of the term Gorilla on this thread <g>. Frank

To: stockman_scott who wrote (488)	2/25/1999 9:50:00 PM
From: KY	Read Replies (2) \| Respond to of 54805

Scott, Dell is very good at what they do, but they are no gorilla. They assemble components and put them together in a box. Thank goodness for their direct model. Lookout...the competition is starting to get a grip on this. And guess what? They are starting to realize that they cannot remain high end snobs anymore. They have no proprietary technology and spend very little on R & D in comparison to the "real" gorillas. KY