Pat,
Regarding "may have mentioned AVNX".
GTR runs a forum (similar to SI) for subscribers. Over the last few months, Gilder mentioned AVNX a few times, mostly praising their technology. IMO, his "mentioning AVNX" is not surprising; subscribers who monitor his forum also know about Avanex. This has not been discussed here, so my two cents...
Although his philosophy (focussing purely on technology) may not always lead to great investments, I think he is an honorable person. He has had some spectacular technology picks (eg: CDMA/Qualcomm, Optical components/JDSU...) and he has also made some bad mistakes (eg: disk drive technology, Java and its impact on Netscape/Microsoft, smart radio technology from Tellabs, etc).
Some of his recent choices based on technology (eg: Terayon, Globalstar, etc.) may not turn out to be good businesses. But I think he works hard on trying to understand the various technologies, and does a decent job of highlighting his view of "ascendant technologies" for the technologically challenged (like me). All IMO... |
