George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Andrew N. Cothran who wrote (4022)	5/5/2000 4:27:00 PM
From: TIG	Read Replies (1) of 5853

Andrew, I think it is a healthy thing to offer a different perspective regarding BKHM. Although I have 200 shares of BKHMV at IPO price and am happy to see it zooming, I regard today's move more as a pre-quiet period move, and short-covering, rather than a move on fundamentals. I am quite bullish on BKHM, but currently, the market cap is around 9 billion dollars on a 5.7M annual sales, you do the math. As a trader, it is vital not to lose in emotion, even I like BKHM. Although GG has commented twice about BKHM on his report, to assume GG will recommend it is rather a stretch, besides, to give an impression to the thread about BKHM to be nominated is not very responsible. Irrational exuberance is not neccessarily a good thing in this kind of market. Just my 2 cents.

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