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Non-Tech : Dorsey Wright & Associates. Point and Figure
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To: Tommy Dorsey who wrote (9070)8/31/2000 2:27:14 PM
From: Jorj X Mckie  Read Replies (2) of 9427
 
It is still on Gilder report so the concept is right and fundamentals are right as dictated by his report.

Tommy,
though I appreciate what Gilder's report attempts to do, it is important to understand that he is looking for potential disruptive technologies. Just because a stock is in his report does not mean that the concept is right and that the fundamentals are there either. I believe that the way to look at Gilder picks is to understand that a low percentage of the technologies (and therefore stocks) will be real winners, but that the winners will be *big* winners. Lately though, a stock being put in the gilder report has made it a self fulfilling prophecy that it would be a good investment/trade because of the momo crowd. This shouldn't be confused with the company actually being successful.

Tom
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