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Technology Stocks : George Gilder - Forbes ASAP
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To: Carolyn who wrote (3912)5/4/2000 4:12:00 AM
From: GOPbabe  Read Replies (1) of 5853
 
Carolyn, I am aware Bernie is a frequent poster on SI. I recently unbookmarked his profile for several reasons. While FC and Mike may respect Bernie, he lost my respect with the following post:

Message 13536460

In addition, Bernie and I think differently. He likes to recommend and follow Tech Stock Pickers who make lots of mistakes and I like to recommend and follow Tech Stock Pickers who make fewer mistakes.

Kind Regards,

Merylee

<em>FWIW, the two tech stock pickers I repect the most are
Kevin Landis and Roger MacNamee. They make lots of mistakes
and are forthright about them (Landis publishes
the composition of the portfolios of all his funds on a
monthly basis), but they are always trying to identify
real commercial trends (communications chips for Landis
and MacNamee a long time before they made Gilder's list,
then later for Landis, DVD chip companies, and more
recently flat panel display chip companies).</em>
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