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Title: The Gorilla Game : Picking Winners in High Technology by Geoffrey A. Moore ISBN: 0-88730-957-7 Publisher: HarperBusiness Pub. Date: 01 October, 1999 Format: Hardcover Volumes: 1 List Price(USD): $27.00 |
Average Customer Rating: 4.15 (34 reviews)
Rating: 4
Summary: A "must read" for investors in high-tech
Comment: High-tech professionals and amateur investors dream of catching the next hot stock before it takes off. Geoffrey Moore's latest book The Gorilla Game outlines a strategy for identifying and investing in high-tech companies. Geoffrey Moore's previous works Crossing The Chasm and Inside The Tornado serve as the foundation for the investment strategy presented. Individuals familiar with the author will find The Gorilla Game valuable as it applies Moore's ideas on product marketing to well known companies within the high-tech sector. One of the most interesting sections of the book is the three case studies which serve as examples of past Gorilla games and involve companies that most readers will be familiar with. The Gorilla Game is highly recommended for any reader with an interest in high tech industries regardless of their investment background.
Rating: 5
Summary: Reverse Engineering to Invest in Intel, Cisco and Microsoft
Comment: A popular pastime for the past 50 years (and possibly before that) has been to look at the stocks that would have made you the most money in the last 10 or 20 years and devise an investment approach to find the next ones going forward that will do as well or better. I have lost count of how many books I have read that have taken this approach.
I found the Gorilla Game to be refreshingly above the pack in this area. The authors do an excellent job of describing some of the ways that technologies get adopted, when the stocks do well (and when they don't), and when to buy and sell stocks in technology companies. They also devise a fairly detailed, somewhat risk-controlled investment process, and detail how it would have done in a number of case histories. From the backward-looking perspective, the book is solid.
The weakness of such backward looking methods shows up in their new material in the revised edition (1999) on the Internet. Although some aspects of their model apply to the Internet, many do not. They are left needing to vaguely explain how so much money was made so quickly in Internet stocks. Their explanation is actually pretty solid, but they never quite come out and say that their methodology will not get you all of the fast-growing stocks in technology.
They needed not be defensive. No methodology is perfect. The main weakness of this one is that is designed around semiconductors, software, and computers. The technology patterns can look a lot different in future technologies. For example, what will happen with companies like Gemstar that lead in new television technologies that could disrupt the Internet for direct marketing? The reason this point is important is that the barriers to switching are higher in the technologies studied here than in many other areas. If you get into a low cost of switching area (like business to consumer marketing on the Internet), you could invest in an industry leader and still lose your shirt. Although the book acknowledges these issues, it probably doesn't create a substantial enough warning.
The book is aimed at the medium knowledge investor (about the markets and technology). I hope they bring out a more advanced version. They decided not to go into specialized semiconductors like analog devices where enormous profits may lie in the future, because of concerns about not going over the heads of readers. A lot of the best run technology companies with enormous growth potential in markets with high bariers to competitors were not discussed in this book. I am sure most readers would be willing to spend some time learning about these other markets in order to make enormous gains.
Despite my quibbles, this is a fine book that will help all but those who are already quite knowledgeable about technology companies and technology investing. Good luck in capturing those irresistible gains in the future! Perhaps you will be the first person you know to identify the next irresistible growth enterprise!
Rating: 5
Summary: Great insight even for the non-investor
Comment: Great insight into what makes a Microsoft, Oracle, Cisco, or other high-tech monster. Very instructive for spotting trends even if you are not into investing.
Sadly funny (in hindsight) closing remarks, however, when mentioning criteria for the gorilla-game theory to work: "...you need equity markets which have... high legal integrity... in the realms of ethics and legal integrity, US markets lead the world in policing their own ranks...". In light of the many recent financial scandals I'm sure the authors will rephrase this in the next edition.
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Title: Inside the Tornado : Marketing Strategies from Silicon Valley's Cutting Edge by Geoffrey A. Moore ISBN: 0887308244 Publisher: HarperBusiness Pub. Date: 01 July, 1999 List Price(USD): $17.00 |
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Title: Crossing the Chasm by Geoffrey A. Moore ISBN: 0060517123 Publisher: HarperBusiness Pub. Date: 20 August, 2002 List Price(USD): $17.95 |
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Title: Living on the Fault Line, Revised Edition : Managing for Shareholder Value in Any Economy by Geoffrey A. Moore ISBN: 0060086769 Publisher: HarperBusiness Pub. Date: 20 August, 2002 List Price(USD): $26.95 |
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Title: The Chasm Companion : A Fieldbook to Crossing the Chasm and Inside the Tornado by Paul Wiefels ISBN: 0066620554 Publisher: HarperBusiness Pub. Date: 20 August, 2002 List Price(USD): $24.95 |
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Title: The Innovator's Dilemma by Clayton M. Christensen ISBN: 0060521996 Publisher: HarperBusiness Pub. Date: 07 January, 2003 List Price(USD): $17.95 |
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