Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=54354Advocates of the Gorilla Game approach to investing are invited to introduce candidates for inclusion in Gorilla & King portfolios. Contrary opinions are welcomed, provided they are presented in a manner conducive to friendly discussion. Warning: As the forum moderator, I reserve the right to su...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5435438013210kumar ranganPHOENIX, May 17, 2013 – Ionut Budisteanu, 19, of Romania was awarded first place for using artificial intelligence to create a viable model for a low-cost, self-driving car at this year's Intel International Science and Engineering Fair, a program of Society for Science & the Public. Ionut said his research a...http://www.siliconinvestor.com/readmsg.aspx?msgid=289061255/21/2013 7:05:31 AMkumar rangan3D Printing : Crossing the Chasm ? "When Joseph Schumpeter described capitalism as a process of creative destruction more than 70 years ago, he couldn't have conceived of the miracle that is 3D printing. Yet this technology is about to tear apart existing structures in a way that would undoubtedly have shocked ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288893615/11/2013 10:56:04 PMUncle Frankhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288148954/3/2013 10:37:07 PMGuinnessGuyI never post here but just saw that picture and despite spending umteen hours with photoshop could probably never accomplish that. You really should consider uploading that to flickr.com . Just a big wow from a newbie here...http://www.siliconinvestor.com/readmsg.aspx?msgid=288143394/3/2013 5:06:37 PMDaYooperAt the height of the bubble (and our wealth) I recall pushing my shopping cart thru the grocery store and wondering what I might buy that I hadn't considered before. On that shopping trip I realized the new found wealth apparently wasn't going to make much of a difference in my life. I continued living in the same pl...http://www.siliconinvestor.com/readmsg.aspx?msgid=287948283/22/2013 11:28:34 PMkumar ranganHi Frank, I am currently living in India.Am planning to move to New Zealand in the next month or so..... More updates after I get there...... cheers, kumarhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287942543/22/2013 4:16:55 PMUncle Frankhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287941423/22/2013 3:28:26 PMDaYooperhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287934323/22/2013 11:23:22 AMUncle FrankKumar, nice to see you posting. Where are you, and what are you doing? It would be interesting for anyone visiting this dusty old forum to update us on the changes in their lives since the Bubble burst in Y2K. In my case, the loss of my temporary fortune hasn't been as significant as I feared. I still have the same...http://www.siliconinvestor.com/readmsg.aspx?msgid=287934093/22/2013 11:17:52 AMkumar ranganWorld stocks surge, Dow sails past all-time high AP | Mar 5, 2013, 09.56PM IST AMSTERDAM: The US Dow Jones Industrial Index broke its all-time record on Tuesday and around the world stocks rose strongly, following better-than-expected economic data in Europe and the United States and a pledge from China, the wo...http://www.siliconinvestor.com/readmsg.aspx?msgid=287610213/5/2013 12:38:27 PMUncle FrankThere's quite a bit of resistance to the deal, with some major players complaining that Michael is trying to buy the company on the cheap. The stock is currently trading a bit above the 13.65 mark, as people are speculating the he'll have to raise the ante. I'm holding on to my shares in hopes that will be the case. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287228042/13/2013 3:27:31 AMkumar ranganDell in $24 billion founder-led deal to go private PTI / Tuesday, February 5, 2013 21:12 IST Computer major Dell on Tuesday announced that its Founder, Chairman and Chief Executive Officer Michael Dell, along with technology investment firm, Silver Lake will acquire all outstanding shares to take the compa...http://www.siliconinvestor.com/readmsg.aspx?msgid=287084252/5/2013 5:09:21 PMkumar ranganHP admits breakup is on the table Reuters | Jan 4, 2013, 04.00 AM IST timesofindia.indiatimes.com  HP says it may sell assets or dispose of them through other means such as joint ventures. NEW YORK: Hewlett-Packard has finally admitted a bit of reality. The $29 billion technology firm, beset by board and exe...http://www.siliconinvestor.com/readmsg.aspx?msgid=286439731/4/2013 3:56:02 PMMathemagician I believe you have touched peoples lives in ways you'll never know. I can personally confirm this, and that's why I still periodically stick my head in the door just to see how y'all are doing.http://www.siliconinvestor.com/readmsg.aspx?msgid=286359841/1/2013 12:27:11 AMMathemagicianHappy New Year! I just wanted to drop in and wish a Happy New Year to all of you! I hope the new year finds you and your family well. jjhttp://www.siliconinvestor.com/readmsg.aspx?msgid=286359831/1/2013 12:22:21 AMUncle Frank I thought we learnt (the hard way) not to catch a falling knife, but wait for it to bounce off the floor ? :-) I ascribe to the 3 day rule.http://www.siliconinvestor.com/readmsg.aspx?msgid=2856780411/26/2012 3:18:32 AMkumar ranganI thought we learnt (the hard way) not to catch a falling knife, but wait for it to bounce off the floor ? :-)http://www.siliconinvestor.com/readmsg.aspx?msgid=2856725011/25/2012 3:50:03 PMUncle FrankH-P, already trading near a 10-year low, plunged another 12% on Tuesday. Hmmm, might be a good meal for bottom feeders... like me. ;)http://www.siliconinvestor.com/readmsg.aspx?msgid=2856724611/25/2012 3:48:13 PMkumar ranganH-P Blames $8.8 Billion Charge on Bad Deal [graphic] Updated November 20, 2012, 1:57 p.m. ET H-P Blames $8.8 Billion Charge on Bad Deal By BEN WORTHENHewlett-Packard Co. surprised investors Tuesday when it claimed it had been duped into overpaying for one of its largest acquisitions, a U...http://www.siliconinvestor.com/readmsg.aspx?msgid=2856039411/20/2012 3:30:49 PMkumar ranganFacebook Inc and lead underwriter Morgan Stanley were sued by shareholders who claimed they hid the social networking company's weakened growth forecasts ahead of its $16 billion initial public offering. The lawsuit came as Facebook and the banks that took it public face questions about the IPO, which culmin...http://www.siliconinvestor.com/readmsg.aspx?msgid=281655185/23/2012 6:47:31 PMkumar ranganhttp://www.siliconinvestor.com/readmsg.aspx?msgid=279282682/4/2012 2:09:42 PMShane MThe strategy is flawed. Agree, but there are lots of great observations about network value to file away and lots of good concepts to keep. I think a couple of key "caveats" to consider about the Gorilla Game paradigm 1 - the world is changing faster and faster. Advantages that used to last a long time seem to have ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279282612/4/2012 2:07:06 PMThomas Mercer-HurshTwo thoughts, one general and one specific. People who focus overly much on the one book, The Gorilla Game, are missing most of what Geoffrey Moore has to offer. One could forget that book entirely and have some very valuable tools for analyzing companies. Trying to turn that insight into a cookie cutter investment ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279188871/31/2012 6:38:49 PMDaYooperQ's success is also "in no small part" thanks to the license fees ($billions$ in one case) and royalties collected on their proprietary technologies. Years ago I recall some disputed this eventuality.http://www.siliconinvestor.com/readmsg.aspx?msgid=279183461/31/2012 3:09:04 PMEric LTimes Change ... << Yes I agree AAPL has way outperformed Q and nearly every other stock over the last ten years. But it’s not a logical progression to say that means the GG strategy was flawed. Better to ask why the strategy didn’t correctly identify AAPL as a gorilla. >> Because they WERE a chimpanzee when they we...http://www.siliconinvestor.com/readmsg.aspx?msgid=279181491/31/2012 2:14:02 PMDaYooperYes I agree AAPL has way outperformed Q and nearly every other stock over the last ten years. But it’s not a logical progression to say that means the GG strategy was flawed. Better to ask why the strategy didn’t correctly identify AAPL as a gorilla. The objective of our reading and writing here was always to fi...http://www.siliconinvestor.com/readmsg.aspx?msgid=279180481/31/2012 1:40:44 PMUncle Frankhttp://www.siliconinvestor.com/readmsg.aspx?msgid=279178191/31/2012 12:32:07 PMUncle FrankHi Unq! It ruled out Apple. Wouldn't Moore have considered AAPL a king which should be held, although lightly? Hey, Yooper! Do you remember Dr. Id? He championed AAPL, and we pooh-poohed it so much that he sold his position. Run the 10 year AAPL/QCOM comparison to see how wise we were. http://www.siliconinvestor.com/readmsg.aspx?msgid=279178101/31/2012 12:29:23 PMDaYooperI also changed my investments to a more non-diversified approach and I have no regrets. QCOM is still my largest holding by far (I do keep up with the fundamentals on a daily basis) and here is how it compared to the market as whole over the last ten years: eresearch.fidelity.com http://www.siliconinvestor.com/readmsg.aspx?msgid=279177611/31/2012 12:11:10 PMdPauleGood Morning Uncle Frank, I highly recommend Isaacson's biography of Steve Jobs. Thanks for the suggestion. I'll take a look. The strategy is flawed. Undoubtedly. Nonetheless, thanks to you and many others on these boards, I became interested enough in the book to read it back in the late 90's. And I had one of ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279176171/31/2012 11:27:43 AMDaYooperHi Unq! It ruled out Apple. Wouldn't Moore have considered AAPL a king which should be held, although lightly? When I seen you responded to him I expected you to chide him into reading TFM lol! http://www.siliconinvestor.com/readmsg.aspx?msgid=279168361/31/2012 12:03:24 AMUncle FrankMy first post on this thread. And not sure that I understand the nuances to gorilla gaming well enough to contribute in any meaningful way. That's OK. I don't think there are any Gorilla Gamers left... and least none with any serious money to invest. The strategy is flawed. It ruled out Apple. Btw, I highly rec...http://www.siliconinvestor.com/readmsg.aspx?msgid=279168081/30/2012 11:45:51 PMdPauleGood Morning Everyone, My first post on this thread. And not sure that I understand the nuances to gorilla gaming well enough to contribute in any meaningful way. But I thought I would throw this out as food for thought regarding PANL. teacherken.dailykos.com  dPaulehttp://www.siliconinvestor.com/readmsg.aspx?msgid=279147991/30/2012 10:17:48 AMstockman_scottCisco: Cloud Will Soon Handle Most Data Center Workloads http://www.forbes.com/sites/joemckendrick/2011/12/04/cisco-cloud-will-soon-handle-most-data-center-workloads/http://www.siliconinvestor.com/readmsg.aspx?msgid=278756791/11/2012 6:16:26 PMDaYooperHey I'll throw one out here too in case any gorilla hunters are still out there - PANL is Universal Display Technologies They collect revenue both from licensing their technology and from material sales. They have pioneered OLED (organic light emitting diode) display technology which could be disruptive. I would ...http://www.siliconinvestor.com/readmsg.aspx?msgid=278645251/6/2012 10:06:15 AMMidwest7Fusion IO (FIO) --Not a gorilla but has potential to act like one ::www.prnewswire.com:news-releases:....weblochttp://www.siliconinvestor.com/readmsg.aspx?msgid=278643281/6/2012 8:53:42 AMstockman_scottChart: How Google And Apple Won The Smartphone Wars By Erick Schonfeld TechCrunch January 2, 2012 [graphic] What a difference just one year can make. In our Year in Tech post, I pointed out that 2011 was the year that Apple and Google won the smartphone wars. I put together the chart above from comScore U.S. mob...http://www.siliconinvestor.com/readmsg.aspx?msgid=278566801/2/2012 8:41:12 PMstockman_scottMicrosoft's Shrinking Margins Loom: By Dina Bass Bloomberg Dec 18, 2011 11:01 PM CT Microsoft Corp. (MSFT)’s push into cloud computing will help the company compete with Google Inc. (GOOG), Apple Inc. (AAPL) and Salesforce.com Inc. (CRM) It also will hurt profit margins. The company’s cloud software lets cor...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783452712/20/2011 1:44:01 AMstockman_scottA Leader in the Cloud Gains Rivals By QUENTIN HARDY New York Times December 11, 2011 SAN FRANCISCO — For over a decade, Marc Benioff has had to listen to dismissals of the company he founded, Salesforce.com, as a marginal player in the business software industry. But recently Salesforce has won the sincerest fo...http://www.siliconinvestor.com/readmsg.aspx?msgid=2781982012/12/2011 2:25:02 PMstockman_scottPincus Faceoff With Zuckerberg Shows Fearsome Prelude to Zynga’s IPO: By Douglas MacMillan Bloomberg Dec 11, 2011 When Zynga Inc. reached an impasse while negotiating a five-year partnership with Facebook Inc. in August 2010, Chief Executive Officer Mark Pincus demanded a one- on-one meeting with Mark Zuckerbe...http://www.siliconinvestor.com/readmsg.aspx?msgid=2781860512/11/2011 9:56:11 PMstockman_scottSteve Jobs - He Knew "It was Personal" http://www.bulgerviews.com/ October 7, 2011 In the mid 90's the biggest technology companies in the world all knew that the revolution was over and that the ”PC” business had matured – the innovation phase had ended and it was all about cost reduction and marketing. Then, I...http://www.siliconinvestor.com/readmsg.aspx?msgid=2781511312/9/2011 12:50:57 PMstockman_scottCloud Computing as a Threat to Older Tech Companies By QUENTIN HARDY New York Times December 1, 2011 The International Data Corporation, whose technology analysis and predictions influence a lot of corporate purchases, foresees the creation of a new high-technology industry in the convergence of mobile devices, soc...http://www.siliconinvestor.com/readmsg.aspx?msgid=2780114112/2/2011 5:11:26 PMstockman_scott6 Things Jeff Bezos Knew Back in 1997 That Made Amazon a Gorilla http://www.forbes.com/sites/ericjackson/2011/11/16/6-things-jeff-bezos-knew-back-in-1997-that-made-amazon-a-gorilla/http://www.siliconinvestor.com/readmsg.aspx?msgid=2777669111/19/2011 9:35:53 PMstockman_scottBuffett on IBM: Berkshire Buys "Big Blue" http://theinvestmentsblog.blogspot.com/2011/11/buffett-on-ibm-berkshire-buys-big-blue.html Monday, November 14, 2011 This morning on CNBC, Warren Buffett revealed that Berkshire Hathaway ( BRKa) had accumulated a large stake in IBM ( IBM). The sheer size of the purchase ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2776660711/14/2011 4:44:07 PMstockman_scotthttp://www.siliconinvestor.com/readmsg.aspx?msgid=2776658211/14/2011 4:35:40 PMstockman_scottMicrosoft's Next Act: __________________________________________________________________________________ By DIMITRA DEFOTIS Barron's Weekday Trader | THURSDAY, NOVEMBER 10, 2011 Shares of the software giant should get a lift from the next iteration of Windows. Microsoft is the mega ship among global software produc...http://www.siliconinvestor.com/readmsg.aspx?msgid=2776242411/11/2011 5:10:34 PMstockman_scottFor Groupon, The Really Hard Work Starts Now http://www.forbes.com/sites/forrester/2011/11/08/for-groupon-the-really-hard-work-starts-now/http://www.siliconinvestor.com/readmsg.aspx?msgid=2775498811/8/2011 7:56:41 PMkumar ranganGroupon : Dot Com v2 (I got burnt in v1) : news.yahoo.com  "The animal spirits have welcomed Groupon to the public markets, with a successful initial public offering that values the company at a hefty $16 billion or so. That's a much frothier start than other recent IPOs such as LinkedIn or Pandora......." "....L...http://www.siliconinvestor.com/readmsg.aspx?msgid=2774724511/4/2011 3:34:12 PMkumar ranganApple & Google are enjoying Blackberry Smoothies :-) bloomberg.com  Research In Motion Ltd. (RIMM)’s decline below book value for the first time in nine years leaves the BlackBerry maker worth less than the net value of its property, patents and other assets in a sign of investors’ lowered faith. “This is a wounded...http://www.siliconinvestor.com/readmsg.aspx?msgid=2774527711/3/2011 5:50:55 PMstockman_scottAneel Bhusri’s Workday Raises $85 Million at a Whopping $2 Billion Valuation http://allthingsd.com/20111024/aneel-bhusris-workday-raises-85-million-at-a-whopping-2-billion-valuation/ 10/24/11 -- It’s beginning to look like this whole enterprise software-in-the-cloud thing might just go somewhere. For the latest evide...http://www.siliconinvestor.com/readmsg.aspx?msgid=2772482610/25/2011 12:12:18 PM