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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Don S.Boller who wrote (357)	3/30/1998 7:32:00 PM
From: Chuzzlewit	Read Replies (5) \| Respond to of 4509

That's okay Don, I just dropped my baton! I just browsed a book called The Gorilla Game that has a very interesting slant on hi-tech investing. Basically, the thesis is invest in a group of companies in a market segment where one of them is likely to dominate the niche (like CSCO in networking and MSFT in operating systems). As it becomes clear which company is the "gorilla" you get rid of the other companies and buy more of the "gorilla". It's an interesting twist on the buy and hold approach. I didn't read it too closely (just browsed), but Moore seemed to think that SAP was the "gorilla" in this market. Your thoughts? Regards, Paul