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

To: Martin Rasch who wrote (715)	3/8/1999 7:53:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

3/8/99: G&K INDEX CLOSES AT 112.39, UP 3.01% ON THE DAY Another fabulous day for the Index, with 18 components advancing and only 1 (sap) declining. Yahoo (+6.7%) and EMC (+6.2%) led the charge. Martin, I've been unable to monitor the thread today, as work got in the way, but I see several people have responded to your discussion points about the computer sector and dell in specific. Since I am a devout dellhead, I will leave the analysis to non-biased posters, but urge you to look at the dell management team as a barometer of their future success. Frank

To: Martin Rasch who wrote (715)	3/8/1999 8:28:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Where in this internet rocket can emerge Gorillas, huge Gorillas with killer applications and proprietary control? Exactly. When we answer that question, my feeling is that some of the G&K stocks would be removed. Just my opinion. --Mike Buckey

To: Martin Rasch who wrote (715)	3/8/1999 8:43:00 PM
From: Daiju Kohno	Read Replies (3) \| Respond to of 54805

This is my first post on this thread, and I am somewhat new at the GG, but it seems to me that DELL should be a Gorilla. Why? Well, let's apply LindyBill's definitions: "A company that controls it 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" It seems that DELL controls the 'direct PC sales market' because no one else can mimic or implement DELL's system. There is still strong demand for PC's, and other companies are having a hard time making DELL's system compatible with their own (CPQ). Although DELL may not have any patents, the difficulty in executing their marketing system as successfully as they have, seems to me, to be proprietary enough. Although it does not fit exactly, it seems close enough if you look at DELL's innovation/product as a marketing system rather than PC's. JMHO DK