Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tdcunningham who wrote (8640)	10/22/1999 6:04:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Welcome, td. I'm glad you came out of lurk mode and posted. We'll look to you for updates on your core holdings from time to time. We can never get enough information. I'm going to leave suggestions about reading materials to Sir Thucydidies (chaz), who is an avid researcher. Most of my information comes directly from this thread and other internet sources. UnQ

To: tdcunningham who wrote (8640)	10/22/1999 6:34:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

Tom. You might also subscribe to UPSIDE, another tech magazine. JohnG

To: tdcunningham who wrote (8640)	10/23/1999 3:22:00 AM
From: tekboy	Read Replies (4) \| Respond to of 54805

Re Background Reading Go back to post #1 above and start reading. I'm not kidding: apart from some basic books on the market and investing, this thread has taught me more than all the other research I've done put together. Plus, the fact that you can check the posters' predictions with what actually happened gives you much greater confidence than you can get from most other sources... Plus, you'll get to know (well, virtually, anyway) some pretty neat people... tekboy@that'swhatIdid.com PS on the downside, you'll become an addict, suffer from extreme portfolio envy, and slowly see the rest of your life slip away to nothingness...small price to pay for wisdom, I guess... <VBG>

To: tdcunningham who wrote (8640)	10/26/1999 5:50:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Tom: Thuycididies here...back from the computer repair shop after a most unfortunate modem failure last Thursday, and a further disagreeable experience with Mr. Fix-it. By all means read the RFM, and while you're in the learning mood, would be worthy of your portfolio to also pick up the two earlier works by Mr. Moore, "Crossing the Chasm" and "Inside the Tornado." Another purchase, still in hardback I think, is "The Innovator's Dilemma" by Christensen. These latter three will help you understand how technology managers think about their companies. I also have a subscription to Forbes, but the real reason is so I can have copies of their quarterly supplement, ASAP, which usually scopes in the directions new technologies are going, and what companies are the players. Good stuff. If this is background, then you'll need some current events material, and the periodical list given in TFM is as good as it gets....titles from CMP and Ziff Davis predominate, and you can pick based on those technological areas that interest you most....each publisher must have over 40 titles...each edited for a slightly different group of engineers, marketers, and managers in tech companies. Finally, if you've the inclination, reading the thread from the header through over 8,000 posts now, (an unabridged Cliff Notes as I see it) would be very useful, especially if you keep track of posts about stocks you like. Good luck, and sorry it took so long to get back to your first of many posts.