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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (49021)11/18/2001 9:14:10 AM
From: hueyone  Read Replies (1) of 54805
 
Also from your bubble article: According to Hastings, investment bankers knew the end would come.

I would include Paul Johnson, one of the authors of the Gorilla Game, in this group that knew full well the end was coming and the huge risk that existed in holding technology stocks at the peak of the bubble. Paul Johnson is simply too well educated in finance, valuation techniques and market history for me to believe otherwise. So if I believe Johnson knew, then I can only conclude the man is a scoundrel and villain of the worst type---a villain that combines superior education with a lack of character. Paul Johnson used this combination of education and suggested lack of character to promote technology stocks to the public at any price right on up to the top of the bubble--Juniper being the most famous example, and when the music stopped, my bet is that Paul Johnson and his Roberston Stephens firm had a chair while leaving the unsuspecting public without a chair.

On the other hand, I am willing to give Geoffrey Moore the benefit of the doubt. It appears to me that he has made a legitimate effort over the years to offer both the public and his client companies some meritorious theories in his books. He didn't deviously lead a charge with press announcements promoting individual tech stocks at any price to enrich himself and his firm as I believe Paul Johnson did.

Best, Huey
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