No. of Recommendations: 81

New Paradigm Investing (NPI) Frequently Asked Questions Version 1.0

Introduction and General Resources

Welcome to the New Paradigm Investing (NPI) message board. This is a forum started by Y2Krash and dyoung22 to discuss issues relating to technology investing and new economy (so called new paradigm) companies, those that are leading the build out of the internet.

Matt (Y2Krash) and David (dyoung22) put out the Rule The World (RTW) newsletter every month with articles relating to technology companies and NPI issues.

A subscription may be obtained by e-mailing Matt at:

Old issues of the RTW newsletter are archived at:

Discussion of technology companies involve many technical terms, here are some glossary web sites that define many of these terms:
GuruNet -
The Jargon Dictionary:
and also investment terms:
Harvey's Finance Glossary -
Investor Words -
Yahoo! Financial Glossary -


1. Introduction and General Resources
2. Table of Contents
3. What is New Paradigm Investing?
4. How do I get that RTW Newsletter again?
5. Where are the RTW Newsletters archived?
6. What are the current Rule the World (RTW) Companies?
7. Why do we keep researching these tech companies after the bubble has busted?
8. What is the Gorilla Game?
9. What is the Rule Breaker Strategy?
10. How do I find the best posts on this board?
11. What if I am interested in technical analysis of RTW companies?
12. Do we make stock recommendations in NPI?
13. Could you point me to some online resources for technology stock research and investing?
14. Why does xerohype put out these FAQs even though he should be studying or sleeping?

3. What is New Paradigm Investing?

Matt our fearless leader says it best in his Official Welcome to this message board:

The goal of this board is to identify the companies who are emerging as the premier players in what we believe will be one of the greatest economic expansions in history. Early identification of the companies that have the greatest potential to emerge as the Intels or Microsofts of the networked era creates an incredible opportunity for long-term investors. We view the current bear market as only increasing the opportunity of these companies as they have been abandoned by most of Wall Street. This short-term negativity is currently overshadowing the incredible long-term opportunities that lie ahead. Those companies who entered the current economic downturn with strong positions in their respective markets will emerge from the slowdown stronger than ever.

4. How do I get that RTW Newsletter again?

OK, so you weren't paying attention up top when I mentioned it, no problem we've got you covered:
To subscribe to the weekly NPI newsletter (put out by David Young), simply send an email to To receive the monthly newsletter (put out by Matt Tomkins), send an email to

Currently the newsletter is free, but a paid subscription service is being planned.

5. Where are the RTW Newsletters archived?

All right, you must've been asleep earlier, you really need more caffeine in your system, all published issues of the newsletter can be accessed at the RTW
briefcase at Yahoo!

6. What are the current Rule the World (RTW) Companies?

Matt put out a new list in the February 2002 newsletter. Here they are in alphabetical order:

Akamai (AKAM)
Applied Micro Circuits (AMCC)
ARM Holdings (ARMHY)
BEA Systems (BEAS)
Brocade (BRCD)
Broadcom (BRCM)
Check Point Software (CHKP)
Cree (CREE)
Ebay (EBAY)
Emulex (EMLX)
Gemstar TV-Guide (GMST)
I2 Software (ITWO)
JDS Uniphase (JDSU)
Juniper Networks (JNPR)
McData (MCDT)
Mercury Interactive (MERQ)
Network Appliance (NTAP)
OpenWave Systems (OPWV)
Peregrine (PRGN)
Qualcomm (QCOM)
Rambus (RMBS)
Siebel (SEBL)
Sonus (SONS)
Verisign (VRSN)
Veritas (VRTS)
Wind River (WIND)

In addition, the big 3 Gorillas have been grandfathered: MSFT, INTC and CSCO.

The list may change at anytime, and several companies were dropped from the old list, see the newsletter for details.

There's also the XaosZoo index that XaosSurfer put up last June:

7. Why do we keep researching these tech companies after the bubble has busted?

Paul Philp now known as XaosSurfer gives us a great answer in this post:
An excerpt:
Innovation is a powerful force and there is no upside in betting against it. All doom and gloom scenarios ignore innovation and are thus flawed at the core. We are in for stormy weather, no doubt. Some entrepreneur somewhere will figure out how to make a buck selling us umbrellas. This person will leads us out the current downtrend more than any analyst, author, editor, consultant or news anchor.

8. What is the Gorilla Game?

You can check out my post of Gorilla Game (GG) resources here:

The Gorilla Game is a book provides a framework for explaining how to invest in technology companies, and how they develop into dominant companies.

The Gorilla Game Frequently Answered Questions can be found here:

Many of the denizens of this board are followers of the Gorilla Game strategy.

9. What is the Rule Breaker Strategy?

Rule Breaker strategy is the Motley Fool strategy to identify companies that are innovating and breaking the rules on their way to becoming large dominant companies.

Rule Breaker FAQ

Rule Breaker Principles

To learn more about Rule Breakers (RB) you can check out these posts:
Resources from the RB seminar (FAQ)

Summary of RB seminar lessons:

10. How do I find the best posts on this board?

One of the best ways to find the best information on a board here at the Fool is to sort the board by recommendations, you click on the recs link and you get this:
If people recommend the best posts you will read the best information on this board, so do your part and recommend the best of the best.

Matt said it best in his Official Welcome:
In the future, please remember to reward great posts with a recommendation so that future visitors will have an easier time finding the most relevant information.

11. What if I am interested in technical analysis of RTW companies?

NPI is primarily a fundamental analysis (FA) board, and most technical analysis (TA) discussions are frowned upon here, but you are in luck, there is a board called the Kua'aina Partners (KP) that combines both FA and TA discussions of RTW-type companies, and that discussion is most welcome there:

NukeJohn devised a TA system for RTW-type stocks in KP:

You can also find all kind of resources and links to company reports in this post I made here in NPI:

12. Do we make stock recommendations in NPI?

The answer is NO, we only share research and opinions.

Here's the disclaimer in the RTW Newsletter:
The Rule The World selections are not meant to represent an implicit buy recommendation by the
publisher or the individual writers. They are endorsements of companies and their technology, which
may or may not translate into an attractive stock. All efforts have been made to ensure the precision of
the information within this document. However, the authors make no guarantees with respect to the
accuracy or completeness of the contents within. The authors shall in no event be liable for any loss of
profit or any other damage, including but not limited to special, incidental, consequential or any other
incurred through the use of information obtained in this newsletter.

13. Could you point me to some online resources for technology stock research and investing?

Here are some good resources, not a comprehensive list:
Paul Johnson's Cap@Columbia:
A great source of GG-related info for next-generation networks can be found at:
Here's a link to a GG investor's collection of links:
Here are some more online resources to help evaluate tech stocks:
Red Herring
InformationWeek (some great links and in-depth stuff)
The Standard (the source for optical networking info)
Google (an excellent search engine)
A collected list with an extensive list of online resources useful to GGers:
Some useful resources and books recommended for GGers by Padavona:
TMF also has a comprehensive index of web resources:

14. Why does xerohype put out these FAQs even though he should be studying or sleeping?

xerohype is hopelessly addicted to recs, and also gets a kick out of people listing him on their Favorite Fools list, so if you want to reward him just click on the happy face next to his name and/or on the recommend it! button over this message. (so ends the blatant plug for ego stroking, please ignore this part of the FAQ, the evil side of xerohype made me write it, I am undergoing a 12 step program to overcome these addictions, really!)

Now ain't I shameless? ;^)


Please post suggestions, corrections, faint praises, backhanded compliments as a reply to this post or e-mail them to me. Eventually, if time permits, I may add more things to this FAQ, in the meantime I hope it is useful.


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