look at the world of high technology stocks, with tips on finding "gorilla" companies that have enough momentum to become potential market leaders and are poised to make large profits.
The book looks at how the market values technology stocks and provides case studies of markets where gorillas have been born. Moore and his coauthors put their ideas to the test in the final chapter and pick a portfolio of stocks that they believe have the potential to become winners in the gorilla game. The result is a highly perceptive investment guide that anyone who's a fan of Moore's earlier work will find exciting and profitable. This revised edition, published a year and a half after the first, includes a new chapter on valuing Internet stocks.
Acknowledgments
Introduction
Part One: Setting the Context
1 The Private Investor and the High-Tech Sector
2 How High-Tech Markets Develop
3 Understanding Gorilla Power: The Nature of Competitive Advantage
4 Understanding the Stock Market: The Valuation of Competitive Advantage
Part Two: The Rules of the Game
5 Mapping the Terrain: The Selection Process Begins
6 Stalking the Gorilla: In Search of Hypergrowth Markets
7 Capturing the Gorilla: The Buying and Selling of High-Tech Stocks
Part Three: Case Studies
8 Case Study 1: Oracle and the Relational Database Tornado
9 Case Study 2: Cisco and the Network Hardware Tornado
10 Case Study 3: Customer Relationship Management (CRM) Software
Part Four: Passing the Baton
11 Tools and Processes for the Gorilla-Game Investor
12 Investing in the Internet--Playing the Godzilla Game Epilogue
Index