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Technology Stocks : George Gilder - Forbes ASAP
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To: Michael F. Donadio who wrote (4063)5/6/2000 12:20:00 PM
From: Andrew N. Cothran   of 5853
 
Michael:

Thanks for a level-headed post from one who must be a level-headed guy.

George Gilder has definitively earned his reputation as a visionary. This does not mean that any of us lesser mortals are to follow him blindly. Nor does it give any of us who find a flaw or two in his approach to investing in tomorrow's technological leaders the right to impugn his integrity or attempt to cast aspersions on his character.

Gilder brings a breath of fresh air to the investment horizon. Many old (meaning fundamentalist) investors run from him or attempt to discredit his approach. But 85% of the time, George is right on and those who follow his investment approach or also right on 85% of the time.

Those are pretty good odds.
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