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: Mike Buckley who wrote (36106)	12/7/2000 1:32:50 PM
From: Eric L	Read Replies (3) \| Respond to of 54805

Mike, << Have you read "Network to Net Worth"? >> I have not. How do you rate it on a scale of 1 to 10? I read the first half of Gilder's "Telecosm" over Thanksgiving. I need to finish it, before going on to another book. I do not view it as an investing manual. I don't listen to Gilder investing wise. I do think that both "Telecosm" & "Microcosm" are great companions to "Gorilla Game" just as is "Chasm", "Tornado", "Dilemma", & "Computer Wars".. << I believe that Cisco, Intel, Microsoft, Siebel, Oracle and all the great Gorillas have gained sustainable competitive advantage partly from the network effects. That's because the network effect is what the value chain is all about. >> My interest is aroused. Do you consider "Network to Net Worth", to be the best starting point for examining the network effect? Trying to figure out if I should read Leon Uris's new novel "God in Ruins" (?) after I finish "Telecosm" or "Network to Net Worth?" - Eric -