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Technology Stocks : Buying IPOs on the open market
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To: puborectalis who wrote (3225)10/17/1999 7:07:00 PM
From: snp  Read Replies (1) of 5529
 
From Raging Bull IPO board..What George Gilder thinks of SCMR:

By: redheads
Reply To: None Friday, 15 Oct 1999 at 11:33 PM EDT
Post # of 68


In George Gilder's report that just came out he says that SCMR and it's competitors "are trying to eliminate everything but the optical layer from the center of the network, thus marginalizing Interlop itself, together with all the pastel boxes and seven tiered towers of Cisco City. In the Telecosmic pursuit, Sycamore is rushing to market with an actual product for a real customer-investor, Williams Communications (WCG) and an early bird IPO planned for October 22."
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Gilder has an incredible feel for the market. Have followed him and his newsletters for a long time. They are well worth the money.

p.s. i am not "redheads", she posted Gilder's comments before i had a chance to

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