To: blankmind who wrote (39989 ) 3/18/1998 10:39:00 PM From: DHB Respond to of 61433
Fellow ASND'rs male and female, do not hesitate, do not pass go, buy the book "THE GORILLA GAME" an investors guide to picking winners in high technology by Geoffrey A. Moore, Paul Johnson and Tom Kippola. Couple of hooks, Paul Johnson senior analyst at BARS was the analyst in 1990 to write a buy report for CSCO,since then he was first on CS,ASND,PAIR. Page 4 lists 6 stocks as a beginning of the comparative exercise-INTC-CSCO-ORCL-ASND-MCAF-Security Dynamics (10-13-97)gorillagame.com A small excerpt that I feel applies. "Everyone wants it's products because they are setting the new standard. It's competitors, by contrast, must fight an uphill battle just to get considered. It makes for a huge competitive advantage. This huge competitive advantige, in turn, comes during a period of intense buying activity- something akin to what the purveyors of Cabbage Patch dolls, Tickle-me-Elmos, and Power Rangers experienced in their respective blockbuster Christmas seasons. But whereas the Christmas toy season brings us examples of eye-popping but quick-fading fads, high -tech hypergrowth markets result in longstanding institutions. This means that the big winners in these markets not only profit from immediate spikes of demand, but even as the initial demand gets fulfilled, are creating dominant market shares that will support them for years and years to come." I hope like hell the parallel is self evident to TNT and Core switching positions that ASND has, but the continuing wave of development and the responsive way that ASND serviced the product glitches. Also forgot this weeks blessing of digital Holy Water 000101010 01010101010 DHB