Rating:  Summary: Very useful to the average guy but little on valuation Review: Having worked on Wall Street in research I can say that this book is a must read for technology investors. I thoroughly enjoyed the book and I believe that, in a very simple manner, the authors lay out the evolution of technology giants within different sectors. They help you identify the next "800 Lb. Gorilla," which may generate substantial returns for investors. If there is any weakness it is that very little is provided in terms of how do you value these companies. Most past "gorillas" came public with very modest valuations but in today's markets many companies are coming out at higher valuations, providing less upside in the long-term. The reason is that many investors are more astute than in the past and are seeking to find these "gorillas." Therefore, the problem that lies before the investor is how to find the gorilla before the pros do. Too many pros and individuals tried to find them in the past 2 years and only got burned (they were all greedy going after the hopes of generating such returns and the possibility that one would be the "800 lb gorilla.") If you want to learn about technology life cycles, product differentiation and what to look for in the next decade's giants I recommend this book but recognize that it provides little in terms of valuation exercises.
Rating:  Summary: Very useful to the average guy but little on valuation Review: Having worked on Wall Street in research I can say that this book is a must read for technology investors. I thoroughly enjoyed the book and I believe that, in a very simple manner, the authors lay out the evolution of technology giants within different sectors. They help you identify the next "800 Lb. Gorilla," which may generate substantial returns for investors. If there is any weakness it is that very little is provided in terms of how do you value these companies. Most past "gorillas" came public with very modest valuations but in today's markets many companies are coming out at higher valuations, providing less upside in the long-term. The reason is that many investors are more astute than in the past and are seeking to find these "gorillas." Therefore, the problem that lies before the investor is how to find the gorilla before the pros do. Too many pros and individuals tried to find them in the past 2 years and only got burned (they were all greedy going after the hopes of generating such returns and the possibility that one would be the "800 lb gorilla.") If you want to learn about technology life cycles, product differentiation and what to look for in the next decade's giants I recommend this book but recognize that it provides little in terms of valuation exercises.
Rating:  Summary: A "must read" for investors in high-tech Review: 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:  Summary: Great ideas for building companies, bad for investing Review: Hindsight is 20/20. The hindsight that allowed Geoffrey Moore to put a book out on tech investing adidst the high tech bubble is also the hindsight that allows me to pan it, so I can not claim any great wisdom.
The central concept presented in the Gorilla Game is that winners and losers in the technology industry industry are determined by the 800 pound gorillas. The first company to become an 800 pound gorilla (Microsoft, Cisco, Intel, etc.) creates a long term sustainable competitive advantage by making platform decisions that favor themselves. This concept is still very true today. The companies that drive standards and create barriers to entry are the winners in high tech.
The challenge here, though, is the stock market has caught up to that idea. For a short period in the mid-90s, the standard bearers were undervalued. The pendulum went the other way, and they rapidly became overvalued by the end of the decade. People who bought into the "I'll be safe with the gorillas" got burned with everyone else when the tech bubble burst. Following Moore's investing advice would've cost you a lot of money.
Does this mean the book is worthless? No... It will still help you pick relative winners and losers (Microsoft, Cisco and Intel are all still around) and it is good as a management tool. Unlike other markets where multiple winners can share the spoils (Many companies can make money selling soap) in technology the biggest really does have a huge advantage.
Rating:  Summary: Interesting Concepts make for a good read Review: I bought this book because I saw that Paul Johnson was a co-author. I respect Paul Johnson as an analyst very much, and I take every opportunity to read anything he writes. This book gives the investor a solid methodology to implement, however, at times the concepts seem rather obvious. However, I would recommend it to anybody interested in High Technology as an Investment Vechile.
Rating:  Summary: Excellent analysis, but difficult to apply Review: I found The Gorilla Game highly informative, analytical, and exciting. I know quite a lot about advanced technology, but learned a good deal about tech markets and some promising very new companies. While the well-developed principles in this book make good sense of past Gorilla such as Microsoft, Intel, Cisco, and Oracle, they are much harder to apply to potential new-wave gorillas. If you have the time and interest, this book should strongly boost you towards finding those next 100 or 200-baggers!
Rating:  Summary: Business strategies as well as investing! Review: I found this book to be a huge learning experience, I'm not seeing business strategies a lot clearer! I was undecided whether to get this book or not due to the high price, but I'm sure glad I did! If you don't understand details of the high tech market or would like to understand it better you'll learn a lot.
Rating:  Summary: Must Reading for the Technology Investor Review: I have read hundreds of books on investing over the last 20 years and this is one of the best. With so many different and competing technologies emerging these days, it is extremely difficult to determine which ones will be successful, even if you understand the technology. This book instructs the reader how superior technologies develop and, more importantly, how to spot them. While Moore gets a little "heady" at times, this book is essential for anyone who is serious about investing in tech stocks. Without reading this book, you are relying upon luck. It changed my entire approach to technology investing.
Rating:  Summary: extraordinary book for amateur investors Review: I manage my own stock investments and have read many books by experts on this topic. I read this book in one sitting - I simply couldn't put it down. I could see clearly the mistakes I've made and more important, how to correct them. This technique should form the framework for any investor in high technology.
Rating:  Summary: GREAT INSIGHT ON HOW AN INVESTOR CAN WIN ON WALL STREET Review: I try to read all the newest stock market books. This one is full of new insights that I will be able to profit by in my future trades. This book should be in the library of all serious investors. Another book that I highly recommend for those who are interested in picking high tech stocks is MAKING DOLLARS WITH PENNIES: HOW THE SMALL INVESTOR CAN BEAT THE WIZARDS ON WALL STREET by R. Max Bowser. Bowser has 25 profitable years of investing in high tech as well as other stocks, mostly in the low-priced range. Bowser explains twelve factors that one should look at before picking a stock. His system is compatable with the methods written about in THE GORILLA GAME.
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