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Technology Stocks : Wolf speed

WOLF 18.36

-6.7%

3:39 PM EST

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To: Rich1 who wrote (1295)	11/28/1999 12:12:00 PM
From: Matrix_Man	Read Replies (1) of 10713

Rich, I too am impressed by Gilder. But does he follow the market, or does the market follow him? Somewhat facetious question. I have recently taken a position in AMSC which was recommended by George Gilder in the Power Report. Have had 25% return since then. I have recently seen targets in the 35 range which would give me better than a double. Fundamentally though they don't yet have the earnings like CREE. I only hope that the man's vision is as accurate this time as in the past. What are your thoughts on AMSC?

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