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

To: stockman_scott who wrote (503)	2/26/1999 7:48:00 AM
From: Mike Perras	Respond to of 54805

Best post on Dell in awhile .. great effort. There are many companies to run & hide from .. DELL is not one of them. Mike

To: stockman_scott who wrote (503)	2/26/1999 5:56:00 PM
From: KY	Read Replies (3) \| Respond to of 54805

Wow. Touched a nerve huh. I am not arguing that Dell is not a great company. You obviously know Dell inside and out and know a great more than I do. Regardless, the question remains - "Is Dell a Gorilla?" Again, I will say: Dell is not a gorilla. "GORILLA A company that controls its market because it has a discontinuous innovation, one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product." Does Dell provide a discontinuous innovation? That's the key question. Convince me of this and I will be wearing a "Dell is a Gorilla" t-shirt tmrw...and then I will also consider investing in the company. I don't even want to get into switching costs. Now, let's carry on a civil discussion...without you telling me that "I wish I had owned the stock for the last few years." Please. KY