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Technology Stocks : George Gilder - Forbes ASAP
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To: pat mudge who wrote (3941)5/4/2000 5:33:00 PM
From: George Gilder  Read Replies (4) of 5853
 
You are wrong on Simon Cao's 36 patents, most of which were issued while he was at Etek, where he invented optical isolators, filters, and other WDM devices. The rest of the nits mostly dramatize how fast the company grew between the time of the filing you quote and the last time I visited the facility. I really don't know how many of the 450 total workers were fully trained, but I saw hundreds laboring hard through the night I was there. As with all my company visits, I devoted almost all my 18 hours of interviews with Avanex to understanding the technology and its alignment with my paradigm.

--GG
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