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

To: Eric L who wrote (6571)	9/19/1999 3:02:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L.: The primary change in the revised addition (which I have just finished) is that the internet phenomenom and some internet companies are discussed. The internet phenomenon is woven into the discussion of concepts throughout the book and there is a brand new chapter 12 "Investing in the Internet ---Playing the Godzilla Game". Enjoy. Cha2 PS Qualcomm is not covered. There is a long history of Geoffrey Moore's unfortunate lack of understanding of the newest gorilla on the block - Qualcomm. That has been discussed in depth on this thread. Mike Buckley as usual has done the most thorough analysis and critique but Uncle Frank and many others here (including me) have weighed in. Suggest you review this thread - starting with Mike's posts on the subject.