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

To: Uncle Frank who wrote (497)	2/26/1999 12:11:00 AM
From: William	Read Replies (2) \| Respond to of 54805

Frank - Why does AOL show a tax cost of $20,000. I know they split, but ... Somethings wrong somehow, no? William

To: Uncle Frank who wrote (497)	2/26/1999 8:20:00 AM
From: Teflon	Read Replies (1) \| Respond to of 54805

Uncle Frank, correction: Dell is not a Gorilla as you stated, it's a King at best. Teflon

To: Uncle Frank who wrote (497)	2/26/1999 10:13:00 AM
From: Jill	Respond to of 54805

Thanx, Frank. I primnted out LindyBill's definitions. So it appears that a gorilla in one field can become a prince in another (i.e. dell). I will hang around. Jill P.S. Thanx for your compliment on my homepage!

To: Uncle Frank who wrote (497)	2/26/1999 10:45:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank must be getting brain overload thinking about that career offer. :) The only known large sector Gorillas identified to date are msft, csco, and dell. I'm sure he meant to write, MSFT, CSCO and INTC, not Dell. I think it's very well established that SAP is indeed the gorilla of the ERP space. They are the third of fourth largest (can't remember which) software company in the world and their revenue is more than their three or four largest (again, can't remember) competitors combined. All the other data leaves little or no room for doubt about their status as gorilla. --Mike Buckley