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

To: Mike Buckley who wrote (651)	3/4/1999 12:38:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>What's different about Dell that justifies being comfortable with their low margins? My bean counter friends have pointed out that low margins don't preclude extraordinary roic if they are accompanied by high inventory turns. Dell's business model is an incredible success; their compound growth rates for revenue and earnings lead American industry for the last 5 years. But the biggest attraction for me is the quality and integrity of their management team, and Michael Dell in specific. Mike, I don't characterize dell as a Gorilla or a King. They are a Prince in waiting. But they will ascend to the Throne soon <g>. Frank