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.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Marcel who wrote (41801)	4/1/1998 12:04:00 PM
From: Dennis R. Duke	Respond to of 61433

This was a gift book in the BARS package from its recent San Francisco investment conference (I reported on that one, too). To be honest I have poked around in it but haven't read it. The movement in MANU, might have been ITWU, on Friday of 39.97% up was one that this book had picked. Looks like more hype on the press to me. Their strategy is to buy a basket of the upcoming stocks (tornados) and sell as the part of the basket proves not to be the leaders, then hold for at least 5 years. Judging from the comments here, no one here holds for 5 years anything. It puts out or its gone. Immediate return focused, or at minimum a year or two hold. So it may not be the type of book that people here would like. (including me!) Paul Johnson, the "Gorilla Game's" co-author, is at BARS and is the writing sell side analyst on the telecommunication industry. He covers ASND and introduced Mory et al at the BARS conference for their presentation. Nice guy, looked older on CNBC yesterday when promoting the book. He was wearing glasses, which he did not at the conference. There is a website that is suppose to keep the gorillas updated, but currently is a hype site for the book, with no new information or "baby chimps" to consider. Good luck to all of us, Dennis P.S. Cisco maybe the Gorilla in our part of the world. But the Gorilla can't ship VoIP yet, and ASND can, and their ATM is a weak sister compared to the now shipping ASND/CSCC products. We'll need to ship for a quarter and then ask if we have been feeding our baby chimp and see if it is the new butt kicking Gorilla in a quarter or two.