PSFT - Fiscal 1998 - Discussion for the next year Message Board

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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year

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Oct 29 5:00 PM EST

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To: Rick who wrote (371)	3/31/1998 6:57:00 PM
From: Don S.Boller	Read Replies (2) of 4509

Rick: NONE OF US (Paul says he scanned) HAVE READ THE "GORILLA" BOOK..............................I however have informally used this approach for years!!! (You can see my response to Paul). Now maybe as analytical folk - we sub- consciously are drawn to strong groups and the one or two strongest companies in the group...or. maybe not. Our own investment experiences no doubt dictate. Vive la difference. As an aside - this method seems best suited to approaching a brand new technology, with few initial players that appear relatively equal. Those new techs are present today IMHO...but the big winners are NOT YET determined. Appreciate chatting with you and Paul. Carry on. Best, Don

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