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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Clam Clam who wrote (158)	5/2/1998 11:54:00 PM
From: Grantcw	Read Replies (1) \| Respond to of 387

Clam Clam, I just bought the Gorilla Game book and have been looking at some of the stocks picked by Moore, especially ITWO and MANU. I noticed that you are a frequent poster on both of these boards. What is your opinion on the near-term and long-term future of these two stocks? Also, could you tell me how exactly the winner of this battle will have the value chain conform around it? I'm still a little confused about the open architecture as it relates to technology companies. Thanks in advance, Grant

To: Clam Clam who wrote (158)	5/3/1998 3:05:00 PM
From: Grantcw	Read Replies (1) \| Respond to of 387

Another question for you, I bought a couple of software security companies a couple of months ago on their breakouts as short-term plays. I did do a little DD on them though as sometimes I like to hold them for the long-term. Anyways, The Gorilla Game highlights many of these security companies but I'm wondering why AXNT isn't in the mix. They seem to be the market leader in many segments of this market. I also owned MEMCF, which isn't too shabby of a company either. I don't own any of these companies right now, but I know there are opportunities out there. I think AXNT's earnings are predicted to grow 50-60% per year over the next 5. I would assume that most of the other companies in the arena are also going to have comparable growth rates. Any techies out there to answer my questions? Grant