Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Bruce Brown who wrote (812)	11/22/1999 1:44:00 PM
From: gdichaz	of 1817

Bruce: We all have our own experience and are guided by that. In my long life I have experimented with just about every "technique" and I hope learned what seems to work for me from a host of mistakes. There should be a way to shortcut that process, but it is hard to do. About a decade ago I found what I thought was the best way to go for me and that was to concentrate on trying to determine which technologies seemed to have the most potential for rapid sustained growth and concentrate within them. Early on I picked networking (I had been primarily in software) and that was when I bought Cisco among a basket of stocks starting in the summer of 1990. Then I emphasized those doing best and moved out of those doing not so well. Later (in 1994) I branched out into related areas (communications) with Ascend, Cascade, etc, This turned out to be a gorilla game approach before there was any such label. I then it hit me that "networking" was too narrow and that the digital revolution permitted more rapid delivery of data generally and this was the future as I saw it. So I started shifting to telecom equip suppliers looking for other ways to deliver data on a broader basis than "networking". This is when I ran into Mike on the old AOL/Fool "networking" board. I then began to incorporate some Motley Fool concepts into my approach, and concurrently decided that within telecom equip the wireless and fiberoptics areas had the brightest futures as conduits for rapid data delivery. (Never much interested in voice - except for music) I have learned, or think I have at least for myself, that concentrating time and effort on learning some technologies as thoroughly as a non tech person can and following leading edge developments carefully can provide a basis for investing in individual companies within them. This is using "fundamentals" in a somewhat broader sense than is sometimes meant, but to me it permits informed decisions which have at least some degree of rationality. That foundation of knowledge of wireless and fiberoptics is my sin qua non. That is why I have stayed within them. Except for now. I am trying to learn a brand new area. This one. So I very much appreciate the ongoing education from you and others here. Best. Cha2

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