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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: SecularBull who wrote (16945)2/1/2000 6:09:00 PM
From: Bruce Brown  Read Replies (2) of 54805
 
Bruce! A+, IMHO, for your opinion and for the Robbie Stevens presentation!

My pleasure to share the site of one of the authors of The Gorilla Game. It's quite a fascinating read and study. I highly recommend all the links within the site (not to mention the stocks that Paul and his partner are covering in the next generation networks tornado). A few of them have been discussed on this board over the past 8 - 10 months and I'm sure a lot of money will be made going forward in the next generation network technology adoption life cycle. I have personally positioned a chunk of my investing money in a basket of the stocks over the past year outside of my long term holding in Cisco.

Here's a snip from the site:

The Future of Technology: Communications is the millennial tornado!

"A really big tornado is forming on the horizon. Bigger than the world?s telephone network, more revolutionary than the Internet, and with the potential to create more wealth than the PC industry. In our opinion, the next tornado will be the deployment of a broadband, packet-based public network. We expect that this new network will be similar to today?s Internet, eventually will be as ubiquitous as the traditional telephone circuit-switched network, and will have performance that far exceeds that of today?s fastest enterprise networks. However, it will not be simply an extension to today?s Internet; we expect it to be completely new, much bigger, and to have a far greater impact on our lives."

BB
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