How to Buy Technology Stocks

Rating:
Summary: Too dated to be useful...
Review: Perhaps a sign of the hi-tech times, this book was published in 1996 and is now so dated it is of very limited value. If you read newspapers, or some financial magazines, I think you're already well past what is offered here. One facet of the book I actually found a little irritating is the tendency of the author to use copious amounts of filler between the tidbits of useful information.

Rating:
Summary: Too dated to be useful...
Review: Perhaps a sign of the hi-tech times, this book was published in 1996 and is now so dated it is of very limited value. If you read newspapers, or some financial magazines, I think you're already well past what is offered here. One facet of the book I actually found a little irritating is the tendency of the author to use copious amounts of filler between the tidbits of useful information.

Rating:
Summary: Insightful, worth getting, but not a mechanical formula
Review: the author tells you great insights into finding technology companies with a potential of laying the foundation of great networks. As far a electronic networks, they will continue to gain expandability with existence of internet. Good penetration into the market by hi-tech companies is extremelty crucial for viability and strong revenues. Future communication will be very different,and messages will have to be protected by security. Author also mentions to detect a company with protected and secured network in order to maintain high profitability. Good insights into the tech field. I am glad I bought the book. It increased my awareness of the technology and communication industry.

Rating:
Summary: Insightful, worth getting, but not a mechanical formula
Review: The book doesn't give too much in the way of simple formulae, but does give a lot of insight that the reader can use to help develop an investment strategy re technology. Some of it is a little dated, but I would recommend reading the whole book, not just a couple of chapters.

The following (long-ish) quote from chapter 8 I regard as very profound and chapters 8 & 9 worth re-reading and ponderingh awhile: "I would avoid placing bets on any side in the compatibility wars. We have entered a period in computer technology ....... when monopolies and even profitable pricing are becoming more and more difficult to sustain....... The outcome, which is compatibility, is a foregone conclusion. favor the stocks of those companies - and they are not necessarily computer or networking companies - who recognise at the strategic level that the intersection of data and communictaions networks simultaneously creates a broad new market and a wholly new product. And that this product, which is a supernet, is coming into the world like an avalanche".

I regard this as a profound insight, and is precisely what is happening on the internet at this moment. Understanding chapters 8 & 9, and reviewing the markets in its light should help considerably in understanding the current craziness of the 'net and possibly in identifying the next winners.

The book isn't full of correct predictions and winners, but the basic insghts are still valid.

Rating:
Summary: OK Book But there are Better
Review: There are tons of these books and this one is pretty good but "Gorilla Game: Investors Guide..." is better. I would recommend getting that book before you get this one.