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Author: xerohype Big red star, 1000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8764  
Subject: Gorilla Game FAQ version 1.2 Date: 8/8/2000 8:15 PM
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Gorilla Game FAQ version 1.2

1. Introduction:
Welcome to the Gorilla Game (GG) Motley Fool (TMF) board. The GG board is dedicated to discussing the GG strategy and investments based on that strategy. The community of this board welcomes new members, but since we are a highly focused group it is highly suggested that you go over this FAQ and in particular read the book "The Gorilla Game" before posting anything to this board.
Let me quote Bruce Brown (BB):
The most important part of the FAQ is that investors read the book. As simple as that sounds, there is a wealth of reason behind that statement.

INDEX
1. Introduction and Index
2. What is The Gorilla Game book?
3. Where can I get the book?
4. Where can I find a review of the book?
5. What are the principles of GG investing?
6. How do I subscribe to the GG listserv digest?
7. Is there a place online where all of these GG terms are defined?
8. Should I read the Silicon Investor (SI) G&K candidates thread FAQ?
9. How do you define "architecture" in the term open proprietary architecture?
10. What are some other online GG resources?
11. What is the GG Ranker?
12. How do I know if a tornado is forming?
13. How can one take advantage of the volatility inherent in investing in hypergrowth stocks?
14. What is a Discontinuous Innovation (DI) and should it be feared?
15. Does anybody use the basket approach to picking GG stocks?
16. Can you point me to other stuff Geoffrey Moore has written?
17. What happens if any poster should attempt to lead this board off into the dreaded realm of biotech and other non-GG-applicable areas?
18. Is there a list of recognized Gorillas and Kings?
19. Do you have a simple example of Gorilla Gaming which would explain some of the concepts to a newcomer?
20. Is there a listing of examples of completed GG analyses?
21. What are some examples of industries undergoing tornadoes?
22. How can you screen for companies in the tornado/undergoing hypergrowth?
23. Are there any critics of the GG method out there?
24. How do you do Value Chain analysis on companies?
25. How does the GG method compare to the RB and RM methods of picking stocks?
26. Who is this BB fellow we keep hearing about?
27. Has BB ever been cloned?
28. What motivates xerohype to do all of this work for free?
29. Do I really need to read the book even after going through this FAQ?

2. What is The Gorilla Game book?

The Gorilla Game: Picking Winners in High Technology written by Geoffrey A. Moore, Paul Johnson and Tom Kippola. First published in March 1998, with a revised edition in October 1999.
Hardcover - 358 pages Revised edition (October 1999) Harperbusiness; ISBN: 0887309577

3. Where can I get the book?

Pretty much at any bookstore. At Amazon.com the price excluding shipping is $18.90, here's the link:
http://www.amazon.com/exec/obidos/ASIN/0887309577/o/qid=960658006/sr=2-2/002-9038379-4157629
The first edition has been spotted for $3.99 at Border's Bookstores in their discount book pile.

4. Where can I find a review of the book?

Foolmart, here at TMF, has a blurb written by Louis Corrigan (TMF Seymor):
http://www.foolmart.com/market/books/BooksIndividual.asp?bookid=157
That write up was based on an earlier review in The Fool on the Hill column:
http://www.fool.com/eveningnews/1998/eveningnews980422.htm#F
It was also reviewed as a part of the Cash King portfolio (now known as the Rule Maker port) daily column:
Part 1: http://www.fool.com/cashking/1998/cashkingport980616.htm
Part 2: http://www.fool.com/cashking/1998/cashkingport980618.htm
Part 3: http://www.fool.com/cashking/1998/cashkingport980619.htm
One of the authors, Tom Kippola, was interviewed by TMF Seymor on August 11, 1998:
http://www.fool.com/features/1998/sp980811gorillagame.htm

5. What are the principles of GG investing?

tekboy posted a clever mnemonic device for remembering these in this post:
http://boards.fool.com/Message.asp?id=1360002000747001
Discontinuous innovation
Proprietary open architecture
Barriers to entry
Switching costs
Value chain
Tornado
mnemonic device:
Don't Pick BS Versus Truth

This was taken from a BruceBrown (BB) post (commentary in parenthesis is from BB):
http://boards.fool.com/Message.asp?id=1360002000489006

A potential GG company must meet these criteria:
1. Discontinuous innovation
2. Proprietary open architecture
3. High barriers to entry
4. High switching costs
5. Strong value chain formation
6. Tornado market exists or foreseeable

The "ten rules for playing the gorilla game" on page 193 of the revised manual would be more applied after the above criteria were met so that we know 'what kind of technology' to buy.

Those 10 rules were (with examples BB added):

1. If the category is application software, begin buying in the bowling alley. (CRM examples would have been Clarify, Vantive, Siebel, Remedy a few years ago or SCM examples would have been i2, Manugistics, Red Pepper, Datalogix)

2. If the category is enabling hardware or software, begin buying after the tornado has formed. (Qualcomm would have been a recent example of this as the CDMA tornado showed that it had formed. Buying Microsoft and the basket in the 80's would have been done once the PC tornado was formed)

3. Buy a basket comprising of all the gorilla candidates-usually at least two, sometimes three, and normally no more than four companies. (Example is the current SAN fiber channel switch market which would include Brocade, Gadzoox, Ancor, Vixel)

4. Hold gorilla stocks for the long term. Sell only on proven substitution threat. (Long term examples would be Oracle, Cisco, Microsoft, Intel and now we would consider Siebel, Qualcomm in that long term group)

5. Hold application software chimp stocks as long as they exhibit potential for further market expansion. Do not hold enabling-technology chimps. (CRM chimp Remedy is an example and SCM chimp Manugistics is an example of application software chimps.)

6. Hold kings and princes lightly, selling individual stocks on a marketplace stumble and the category upon deceleration of hypergrowth. (PC OEM's might be the best example of this. Compaq was the King and stumbled. That was the sell point. The PC OEM's are still quality growth stocks, but certainly past the hypergrowth stage)

7. Once it becomes clear to you that a company will never become a gorilla, sell its stock. (If you are playing the basket and one appears not to be winning or have a chance to win - sell. Using the CRM basket, selling Clarify or Vantive once they were acquired would have been the strategy provided one had waited that long.)

8. Money taken out of non-gorilla stocks should immediately be reinvested in the remaining gorilla candidates. (In the basket, if one appears to be developing the 'chimp' role - sell it and consolidate in the stronger candidates. Using the example above of the fiber channel switch market, Vixel, Ancor and Gadzoox appear to be getting their lunch eaten by Brocade. However, Ancor may have a chance in the large switch market, but I'm watching closely and will see how this game plays out)

9. In a gorilla collision, hold your gorilla candidates until there has been a definitive outcome. (The book talks about this and mentions on page 147 about the possible collision between Microsoft and Cisco)

10. Most news has nothing to do with the gorilla game. Learn to ignore it. (Clear enough)

6. How do I subscribe to the GG listserv digest?

Here's the email address to subscribe to the GG listserv digest:
requests@webcom.com

Put "subscribe gg digest" as the subject line and the body of the message.

After you send the first request you'll be receiving the individual messages in the list. To receive the digest, just send the command "subscribe digest gg" in the subject line and the body of the message to requests@webcom.com or requests@ecatalyst.com

7. Is there a place online where all of these GG terms are defined?

Silicon Investor has an outstanding FAQ in the Gorillas & Kings Candidates Thread authored by Fred Manzo where all the important terms are defined, here's the most recent version of that FAQ (version 1.24. Last updated 07/30/2000.):
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=14135221
The following in italics is borrowed from that FAQ:

Basket of stocks
= "A tactic to invest in a market of gorilla candidates, eliminating the need to guess which one if any will be ultimately crowned the winner." - Mike Buckley.

Bowling Alley
= A tactic for those companies already across the Chasm, by which they hope to become the leading contender when and if the tornado starts. That is, it attempts to invade one niche market, or bowling pin, at a time.

BTE
= Barriers to Entry. The wall Gorillas build around their domain. Ironically, Kings, do not build such barriers, and therefore their domains are that much weaker. "BTE" prevents potential competitors from competing with a Gorilla in its home domain.

CAP
= Competitive Advantage Period.

Chasm
= The transition a company must go through before its product's demanded by the mass market. Once across the chasm, a tornado (and possibly a gorilla) may develop. As Stockhawk has said: "The Chasm is that point in a company's development where tech-savvy early-market types have bought into its product, but the mass market is still not biting. On the other side of the Chasm lies the 'Bowling Alley,' where each niche market is seen as a pin to be knocked down. When enough pins fall a Tornado develops, which is the time of mass market adoption or hypergrowth (that's the fun part)." Not all "Shiny Pebbles" are able to cross the "Chasm."

Chimps
= A company that is not a gorilla, or a monkey, in a Gorilla Game market. As LindyBill said it's "a company that tried to become a gorilla but did not get picked. IBM's OS2 is a prime example of a Chimp product. Apple is a chimp." Note: they do not sell the gorilla's product.

DD
= Due Diligence. The care one must take when investing money. Gorilla game players are in no hurry to decide where to invest. We're looking for good long-term investments and believe that it's more important to make the right decision than it is to make a decision.

GAP
= The Competitive Advantage GAP. It represents the potential of a gorilla to generate superior earnings based on making a superior offering. See TRFM page 97.

Godzilla = See TRFM. A Godzilla company is "a hybrid between a King and a Gorilla that is riskier than a Gorilla because it doesn't possess enough of the Gorilla's characteristics." - Mike Buckley.

Godzilla is a company playing in a "winner take all" game in which it tries to corner the market in its sector by being first to achieve critical mass and then using the network effect and execution to rule that market. Examples would be YHOO and EBAY.-xerohype

Gorilla
= A company that owns the exclusive rights to a discontinuous, disruptive, innovation that the mass market must have, right now. They come in various types. For example, old "silverback" gorillas, such as Microsoft or Cisco, young gorillas (QCOM), and baby gorillas, such as (some believe) Gemstar. They develop in tornadoes, though not all tornadoes spawn gorillas.

GG
= Gorilla Game, as opposed to a King/Prince/Serf (Royalty) game. As LindyBill pointed out: "The Gorilla Game is a form of growth investing that focuses on High-tech, and specifically on product-oriented companies that sell into mass markets undergoing hypergrowth".

High Switching Costs
= The flip-side of BTE. "HSC" prevents those already captured by a Gorilla from leaving its domain.

IPR
= Intellectual Property Rights: the actual bricks that make up the wall Gorillas build around their domain. However, for GG purposes only those patents that actually prevent a competitor from duplicating a product are important.

King
= Not a gorilla. (And it isn't going to become one, either). As LindyBill pointed out a king is "the Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Seagate is a king of hard drives."

Main Street
= In the fm, p35, Moore says, "the tornado lasts only a few years, perhaps three to five, the time it takes for the initial surge of demand to be absorbed, after which the market reestablishes equilibrium with supply. We call this new state Main Street. . . . "

Manual, The = "The Gorilla Game." Also known as TFM or TRFM.

Margin
= The investor's version of Russian Roulette. The more you play with it, the more you risk having to liquidate your holdings at the worst possible time and incur permanent, quite possibly irreparable, losses. Carrying large amounts of margin, like holding large quantities of short-term options, makes it impossible to sleep or hold through downturns (which always occur, and which hit gorillas along with everything else). These approaches are thus incompatible with gorilla gaming. (tekboy)

Prince
= "A company that is not the market leader, but is big in its area. Princes are potential Kings. It's a market challenger, and potential co-leader." - LindyBill.

Royalty Game
= Not a Gorilla Game, but the parallel King/Prince/Serf game. This is a market without a proprietary architecture.

RTRFM or RTFM
= Read The (Revised) Field Manual. The revised (second) edition of the "Gorilla Game."

Serf
= A market also-ran, in a King/Prince/Serf market. "These companies fill out the low end of the market." - LindyBill.

Shiny Pebble
= A term coined by LindyBill, a thread co-founder, an picked up by UF, to describe a new young tech company that was hot, but was way too early in its cycle to consider holding. The term came from Isaac Newton's "When I look at what I have learned about the Universe, I feel like a small child, walking along a beach, picking up shiny pebbles, while a whole ocean of knowledge lies before me." Some Shiny Pebbles, or Snowballs, can be found in the "Watch and Wait" portfolio (Year 2000 version). See 'Snowball' below.

Story stock
= A company whose greatest ambition is to become a Shiny Pebble. When investing in these companies you not only get a stock certificate but an interesting story. Titan (TTN) is a prototypical story stock. (Think "Chicken-tronics").

Tornado = The buying frenzy that develops when large segments of the mass market must have a particular product, right now. (Think of Cabbage Patch dolls) And, to quote Mike Buckley, quoting the manual, a "consistently increasing rate of growth is an important symptom of a tornado." Also called hyper-growth. Some tornadoes, but not all, spawn gorillas. When a tornado ends a gorilla finds itself on Main Street.

Value Chain
= "A company's customers, suppliers and third-party marketers who rally around the company's proprietary architecture. They do everything possible to ensure the success of the proprietary architecture because doing so is critical to the success of all members of the value chain." - Mike Buckley.


8. Should I read the Silicon Investor (SI) G&K candidates thread FAQ?

Definitely, YES!, here's that link again to the latest version (version 1.24 July 30, 2000) authored by Fred Manzo:
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=14135221

9. How do you define "architecture" in the term open proprietary architecture?

Here's an excellent post by sditto addressing that question:
http://boards.fool.com/Message.asp?id=1360002000671000

10. What are some other online GG resources?

First:
http://www.gorillagame.com
Paul Johnson's Cap@Columbia:
http://www.capatcolumbia.com
(thanks to charlieblack)
A great source of GG-related info for next-generation networks can be found at:
http://www.nextgenerationnetworks.com/
Here's a link to one of our fellow GG investor's collection of links:
http://www.neticus.com/users/msweeney/Curius/invest.html
Here are some online resources to help evaluate tech stocks:
Upside
http://www.upside.com/
Red Herring
http://www.redherring.com/
Techweb
http://www.techweb.com/
InformationWeek (some great links and in-depth stuff)
http://www.informationweek.com/
ComputerWorld
http://www.computerworld.com/
The Standard
http://www.thestandard.com
LightReading.com (the source for optical networking info)
http://www.lightreading.com
Google (an excellent search engine)
http://www.google.com
A collected list with an extensive list of online resources useful to GGers:
http://boards.fool.com/Message.asp?id=1360002000660001
Some useful resources and books recommended for GGers by Padavona:
http://boards.fool.com/Message.asp?id=1360002000691001
TMF also has a comprehensive index of web resources:
http://www.fool.com/community/resource/item_index.htm

11. What is the GG Ranker?

An invention of sditto that is useful in organizing companies competing in a GG situation:
http://boards.fool.com/Message.asp?id=1360002000620000

12. How do I know if a tornado is forming?

Qualitative criteria that needs to be met to determine if the conditions for a tornado exist:
- Can this value chain develop into a mass market?
- If so, what conditions are holding it back?
- Are these constraining factors likely to be removed?
- If so, when is the last remaining constraint likely to be removed and by whom?

Quantitative approach for identifying where tornadoes are forming is if the year-to-year growth approaches or exceeds 100% and when quarter-to-quarter growth is also rapidly accelerating, when this happens a tornado has is said to have begun.

Cautionary message from snsraymond about recognizing tornadoes:
http://boards.fool.com/Message.asp?id=1360002000684004

13. How can one take advantage of the volatility inherent in investing in hypergrowth stocks?

TMF Fuz writes an excellent post detaining investing strategy in regard to high and low prices experienced by hypergrowth stocks:
http://boards.fool.com/Message.asp?id=1360002000661005

14. What is a Discontinuous Innovation (DI) and should it be feared?

Here's an excellent post by justphil answering that question:
http://boards.fool.com/Message.asp?id=1360002000625000

15. Does anybody use the basket approach to picking GG stocks?

BB does, he explains it in this post:
http://boards.fool.com/Message.asp?id=1360002000594004
BB again discusses diversification using the basket approach and how this method can be very successful by looking at some big winners in the past:
http://boards.fool.com/Message.asp?id=1360002000204001

16. Can you point me to other stuff Geoffrey Moore has written?

Sure, follow this link:
http://www.amazon.com/exec/obidos/Author=Moore%2C%20Geoffrey%20A./002-9038379-4157629
Crossing the Chasm : Marketing and Selling High-Tech Products to Mainstream Customers
by Geoffrey A. Moore, Regis McKenna (Introduction). Paperback (August 1999)
Inside the Tornado : Marketing Strategies from Silicon Valley's Cutting Edge
by Geoffrey A. Moore. Paperback (August 1999)
Living on the Fault Line
by Geoffrey A. Moore. Hardcover (May 2000)
TMF reviewed "Living on the Fault Line" here:
http://www.fool.com/specials/2000/sp000713.htm
Here are some links to recent stuff on or by Geoffrey Moore:
Forbes article on hypergrowth, The Ramp:
http://www.forbes.com/asap/00/0403/105.htm
A couple of articles in Ecompany, a Fortune publication, about his new book "Living on the Fault Line", http://www.ecompany.com/articles/web/1,1653,6685,00.html
and some of his tips on gorilla game investments (also in the magazine)
http://www.ecompany.com/articles/mag/1,1640,6601,00.html
(thanks markehb)
Moore recommends Clayton Christensen's "The Innovator's Dilemma", reviewed here by TMF:
http://www.fool.com/portfolios/rulemaker/1999/rulemaker991119.htm

17. What happens if any poster should attempt to lead this board off into the dreaded realm of biotech and other non-GG-applicable areas?

See these excellent BB posts on the subject:
http://boards.fool.com/Message.asp?id=1360002000431000
http://boards.fool.com/Message.asp?id=1360002000273000
TMF board dedicated to Biotech and the Gorilla Game:
http://boards.fool.com/Messages.asp?id=1380959000000000

18. Is there a list of recognized Gorillas and Kings?

neckimran posted 2 good lists of
Gorillas and Kings and potential GG/Kings:
http://boards.fool.com/Message.asp?id=1360002000455000
Stocks to Rule the World:
http://boards.fool.com/Message.asp?id=1360002000413000
Padavona's excellent list of Gorillas/Kings with valuations:
http://boards.fool.com/Message.asp?id=1360002000268000
longvanilla's list of Gorillas and Kings with their financial metrics:
http://boards.fool.com/Message.asp?id=1360002000775000
BB posted a list of recognized Gorillas:
http://boards.fool.com/Message.asp?id=1360002000761002
SI G&K thread (thanks to UncleFrank):
http://www.siliconinvestor.com/stocktalk/subject.gsp?subjectid=25851
They have two public portfolios set up, one with established Gorillas and Kings, and one of potential Gorillas (you need to be registered at SI to view these).
SI Gorilla and King Index:
http://www.siliconinvestor.com/portfolio/detail.gsp?pid=4789377
SI G&K Watch and Wait port:
http://www.siliconinvestor.com/portfolio/detail.gsp?pid=4969354

19. Do you have a simple example of Gorilla Gaming which would explain some of the concepts to a newcomer?

YouJest*** does just that, here:
http://boards.fool.com/Message.asp?id=1360002000236007
TMF Fuz explains the concept of CAP using MSFT as an example:
http://boards.fool.com/Message.asp?id=1360002000713000
http://boards.fool.com/Message.asp?id=1360002000714000

20. Is there a listing of examples of completed GG analyses?

Yes, here it is (thanks to MacM for organizing these links).

1. Motley Fool http://www.fool.com
Ticker PostDate Author URL (line below)

RBAK 08-Aug-00 chlarsen (ChrisLarsen)
http://boards.fool.com/Message.asp?id=1360002000836000
JNPR 07-Aug-00 chlarsen (ChrisLarsen)
http://boards.fool.com/Message.asp?id=1360002000831000
RNWK 21-Jun-00 TinkerShaw
http://boards.fool.com/Message.asp?id=1360002000690000
BRCD* 16-Jun-00 TMFFuz
http://boards.fool.com/Message.asp?id=1360002000669000
NTAP* 17-Apr-00 Y2Krash
http://boards.fool.com/Message.asp?id=1360002000484000
MVIS 27-May-00 justphil
http://boards.fool.com/Message.asp?id=1360002000598000
JNPR* 28-Mar-00 GorillaGorilla
http://boards.fool.com/Message.asp?id=1360002000415002
GMST** 15-Mar-00 InvestorAlan
http://boards.fool.com/Message.asp?id=1360002000363000
LHSP 12-Mar-00 GaryX
http://boards.fool.com/Message.asp?id=1360002000349000
RBAK* 09-Feb-00 YouJest (GorillaGorilla)
http://boards.fool.com/Message.asp?id=1360002000184000
CREE 28-Dec-99 TinkerShaw
http://boards.fool.com/Message.asp?id=1380180000384000
ITWO*,** 04-Dec-99 jeffgro
http://boards.fool.com/Message.asp?id=1140134000277000
* Not strictly GG analysis, but substantial relevant information
** Also available at the Technology Reports site (see below)
2. Silicon Investor http://www.siliconinvestor.com
Ticker PostDate Author URL(line below)
NTAP III 05-Jun-00 DownSouth
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13833064
SNDK (1) 29-05-00 Ausdauer
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13792522
PHCM I 25-Apr-00 John Stichnoth and Susan Huebert
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13494375
PHCM II 25-Apr-00 John Stichnoth and Susan Huebert
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13494504
PHCM III 25-Apr-00 John Stichnoth and Susan Huebert
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13494593
CHKP 13-Apr-00 Eric Jacobson
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13418067
RATL 01-Apr-00 Bob Wozney
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13330211
ELON* 13-Mar-00 janet_wij
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13188125
INFS 29-Mar-00 John Stichnoth
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13307427
WGAT 29-Mar-00 mishedlo
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13301716
KOPN 11-Mar-00 voop
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13182809
ATYT 18-Feb-00 Smacs
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12908838
EMLX 17-Feb-00 buck
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12895284
RMBS 15-Feb-00 rel4490
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12880620
RNWK 13-Feb-00 surpow
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12881318
CREE II 05-Feb-00 FLSTF97
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12785409
CREE I 03-Feb-00 FLSTF97
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12763206
HLIT 01-Feb-00 Eric Jacobson
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12743500
WIND 27-Jan-00 John Huber
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12706654
BVSN 17-Jan-00 James Sinclair
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12595977
NTAP II 14-Jan-00 DownSouth
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12573356
NTAP I 31-Dec-99 DownSouth
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12426817
EXDS 08-Dec-99 Apollo
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=12230572
(1) Non-gorilla follow-up by Ausdauer (01-Jun-00):
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13808062
www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13808089
* ELON corrected links:
www.intellicom.se/lon/lonworks.html
www.westermo.se/education/lonworks.html
3. Technology Reports
www.technologyreports.com/analystreports.html
Ticker PostDate Author URL (in line below)
INSP 27-Jan-00 George
www.technologyreports.com/reports/analystreports/infospace.html
INTF 13-Mar-00 Mathemagician
http://members.xoom.com/gorillagame/analystreports/INTFreport.PDF
ITWO* 15-Feb-00 jeffgro**
http://www.technologyreports.com/reports/analystreports/i2technologies.html
* An "analysis of i2 using Philip Fisher's 15 Points Framework"
** Mistakenly attributed to BB, see this post for explanation:
http://boards.fool.com/Message.asp?id=1140134000277000


21. What are some examples of industries undergoing tornadoes?

GorillaGorilla on 2 industries undergoing tornado-type growth:
Intelligent Optical Networks:
http://boards.fool.com/Message.asp?id=1360002000454000
E-Commerce/Customer Relations Software
http://boards.fool.com/Message.asp?id=1360002000639000
Here's a post by OnAJungleHunt dealing with data storage:
http://boards.fool.com/Message.asp?id=1360002000186000
Broadband and wireless players by DirtyDingus:
http://boards.fool.com/Message.asp?id=1360002000501005
DSL players by BB:
http://boards.fool.com/Message.asp?id=1360002000163002

22. How can you screen for companies in the tornado/undergoing hypergrowth?

A tornado screener was developed by Padavona and applied by sditto.
Here's the excellent screening tool from Padavona for stocks in hypergrowth:
http://boards.fool.com/Message.asp?id=1360002000661000
Here are the companies found by sditto using MSN to screen for companies in hypergrowth:
http://boards.fool.com/Message.asp?id=1360002000667000
http://boards.fool.com/Message.asp?id=1360002000667005

23. Are there any critics of the GG method out there?

Here's a recent post by corley1 arguing that the GG method can be flawed:
http://boards.fool.com/Message.asp?id=1360002000689000
There were 3 great responses to this criticism of the GG method:
BB responds:
http://boards.fool.com/Message.asp?id=1360002000689003
So does Padavona:
http://boards.fool.com/Message.asp?id=1360002000689005
as well as TMF Fuz:
http://boards.fool.com/Message.asp?id=1360002000689006
Finally corley1 responds to the GG defenders:
http://boards.fool.com/Message.asp?id=1360002000689009

Read this thread for a discussion of LTBH risk and GG:
http://boards.fool.com/Message.asp?id=1360002000717000&sort=id
dbphoenix argues that entry price does matter and questions LTBH:
http://boards.fool.com/Message.asp?id=1360002000717006
http://boards.fool.com/Message.asp?id=1360002000717008
http://boards.fool.com/Message.asp?id=1360002000717010
BB responds:
http://boards.fool.com/Message.asp?id=1360002000717011
Padavona also gives a great response citing tax costs:
http://boards.fool.com/Message.asp?id=1360002000717015
BB then expands on this using CSCO as an example:
http://boards.fool.com/Message.asp?id=1360002000717019

24. How do you do Value Chain analysis on companies?

Phil1010 asked this great question in this post:
http://boards.fool.com/Message.asp?id=1360002000715000
MikeBuckley provides an answer in this post:
http://boards.fool.com/Message.asp?id=1360002000715001
Bny also provides some excellent insight:
http://boards.fool.com/Message.asp?id=1360002000715003

25. How does the GG method compare to the RB and RM methods of picking stocks?

Here's a series of reports comparing both investing methods to the GG method:
Comparing RB and GG methods:
http://boards.fool.com/Message.asp?id=1360002000648000
Comparing GG and RM methods:
http://boards.fool.com/Message.asp?id=1360002000788000
Rule Tweeners & GG method
http://boards.fool.com/Message.asp?id=1360002000832000
BB's take on that subject:
http://boards.fool.com/Message.asp?id=1360002000648003

26. Who is this BB fellow we keep hearing about?

Bruce Brown is the patron saint of the TMF GG board. He has extensive knowledge about GG and he's one of the nicest guys you'll ever meet.
Check out his profile and interview:
http://boards.fool.com/Profile.asp?username=BruceBrown

27. Has BB ever been cloned?

Sadly, yes, but with tragic results:
http://boards.fool.com/Message.asp?id=1380180000979000

28. What motivates xerohype to do all of this work for free?

It's a very sad story presented here:
http://boards.fool.com/Message.asp?id=1150100002660000
More xerohype antics:
http://boards.fool.com/Message.asp?id=1330599002474000

29. Do I really need to read the book even after going through this FAQ?

YES!!!! Start reading NOW.

-xerohype

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