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

To: KY who wrote (519)	2/26/1999 6:44:00 PM
From: Bahama	Read Replies (1) \| Respond to of 54805

It seems only fair and proper that arguments for or against gorillas need to be made by persons that have read the book. In the book, Dell's status as less-than-gorilla is clearly spelled out in no uncertain terms (see Page 60,and pages 97-100). No one argues against Dell's exceptional execution. No one said they weren't a great company. But we're dealing with a clear method of categorizing companies based on written rules. You have to read the book, Scott. Scott, you're description of Dell was superb, but that doesn't change the rules. We didn't write the rules, we just try to follow them because we believe they make up a good investing framework. So let's move on.

To: KY who wrote (519)	2/26/1999 6:46:00 PM
From: Bahama	Respond to of 54805

Oops, sorry KY, I meant to send that to Scott. I'm still SI-editor-challenged, so bear with me.

To: KY who wrote (519)	2/26/1999 6:51:00 PM
From: Curbstone	Read Replies (1) \| Respond to of 54805

KY, I agree with you FWIW about DELL not being a gorilla. I am amazed at both the scope of Stockman Scott's knowledge of DELL and Dell as a company. Truly astounding. What I think is happening is that Stockman is confusing a "Gorilla" as in Gorilla Game, with a creature (company) that is very big, very strong, has ruled his particular corner of the jungle for years, is able to leap from branch to branch almost at will, and consistently pounds his competitors into the dust. I think, and I'm sure he'll correct me if I'm wrong, but I think Stockman Scott probably hasn't read the book. Saying that a company is not a gorilla is not the same as saying that company is, or will ever be, a dog. Mike