George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: feminvstr who wrote (4148)	5/8/2000 9:24:00 PM
From: pat mudge	Read Replies (1) of 5853

Kimberly -- I appreciate your effort in contacting Avanex for current data. That's important in analyzing the company as it stands today. My point was and is that GG painted a false picture of Avanex and I compared data that was available at the time to show how it differed from his actual report. When you talked to Mr. Florence, did you ask 1) how many persons were working in manufacturing at the time of Mr. Gilder's visit? 2) how many square feet was dedicated to manufacturing at the time? 3) of the future 226,000 sq. feet how many will be manufacturing, how many will be in North America, and how many will be under roof? And, finally, 4) what percentage of products being assembled at the time of GG's visit was the PowerMux? If the goal is to determine if GG's article was misleading these would be appropriate questions. Pat

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