bored,
That would explain it, he has been high on Q for a long time. The newsletter is first class, not necessarily a stock picking letter but about tech/telecom at 30,000'. He discusses far reaching trends in telecosm and those companies that possess the technology to "disrupt" the current telco paradigm, such as QCOM, GBLX, NSM, NOPT, ATML, LU, NT, etc.. (his picks)
I enjoy it and helps me get a grasp of what is going on. KIM, Gilder is my hero!
"Supply creates it's own Demand" ~ Say's Law
Regards,
MileHigh |