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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (621)7/31/1998 12:36:00 AM
From: Bill Cooper   of 5853
 
To: George Gilder

I just started reading some of your technology reports and I guess I understand about half of it if I am lucky. It is the most interesting reading that I have come across. I have become obsessed with the Telecosm which obviously involves the internet. It is all very captivating. I see Qwest and Level 3 among some of the obvious winners. I think they will be able to target the obvious weaknesses in the established competition and build up and then conquer them going forward. I find it interesting that the average life span for a company is forty years when I look at what is happening right now. I really think we could see the end of some of the older telecommunication companies going forward. I don't know when.

I just had a simple question for you that does not really relate to these assorted thoughts...

I would be interested to know what the real differences are between Qwest's network and Level 3's. Are their any major differences?

I was also wondering if your new book was out yet because I am looking forward to it like a little kid on Christmas eve waiting for Santa Clause!
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