Title: Objectively, this book picks losers
Product review: This is a surprise to me--pretty much everything suggested in this book makes a great deal of sense to me. It ought to help you pick winners. But at the tail end of the book, they list 4 sectors to invest in. Leaving out the grandfather gorillas (Microsoft, Cisco, Intel: do you really need a book to tell you they are good investments) and Internet browsers (yet another excuse to buy Microsoft), they list two areas for investment: Supply Chain Management and Security. In the 18 months since they wrote that chart, the best of the Supply Chain companies is +32%. The best of the security companies is -35%. In an 18 month period when the tech sector was booming, following the advice here would have lost you money.If the goal here is to teach you how to pick the next Microsoft or Cisco, empirically this book fails to do it.
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