Gary:
Lets assume Gilder states in next month's newsletter that "X technology has seen better days" Assume Y company has such technology.
Lets also assume Gilder is wrong on that assertion, and over time he is proven wrong.
Is it your premise that Gilder, even when wrong and proven wrong, about X technology, will then influence the success of Y company and its technology over the longer term?
True, Gilder moves tech stocks, but even Gilder cannot by himself change the innate success or failure equation between for example technology X and technology Z, over the long haul.
As I stated, the GTR forum has been to some degree overrun by high margin daytraders and various short term players. However, does that mean he has no right to state a well thought out and well structured opinion on specified technologies?
Are you suggesting Mr. Gilder uses a dart toss in his technology selection process?
My impression is that he gives reasons for his selections, so as for subscribers to be able to judge not just his picks, but other investments in the context of his telecosmic outlook. Otherwise, he would simply give us his picks in one sentence, and simply leave out the rest. |
