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Technology Stocks : George Gilder - Forbes ASAP
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To: Bill Fischofer who wrote (5005)10/15/2000 2:39:14 PM
From: Robert Scott  Read Replies (1) of 5853
 
I couldn't disagree with you more. Most stocks do get a pop but they usually fall back to what they were before he made the call. Further, the rise of QCOM and TERN, for example, had absolutely nothing to do with GG. In fact they languished (especially QCOM) for some time before they became hot. He does pick some fundamental companies that soar beyond all expectation like QCOM, JDSU, BRCM and AMCC and they fall (or will in the case of BRCM and AMCC) but many of his picks just chug along like TXN, NT, (JDSU for a couple years), SUNW and many others. There is still much work to be done to fulfill his dream and I expect we will be richly rewarded just like we have been. Actually, the drubbing we have taken on some stocks, are taking on others, and will take on some too reign in the enthusiasim which works for us in the long run. We may not get the returns we have been getting but I suspect we will outperform the market so long as GG is around.
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