George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Bernard Levy who wrote (5066)	10/19/2000 8:00:02 PM
From: dday	Read Replies (1) of 5853

Well, let me change the subject a bit here. Bernard, what do you feel about Avanex? GG has sung Simon Cao's praises before and the stock has obviously been afforded a very rich valuation by the market. I was curious as to your take on 'switchless' networks and power mux technology. By the way, I am just a dumb history major from a small private institution in Penns Woods. The only thing I knew about the Internet 7 years ago was that Al Gore didn't invent it. <gg>. I followed up with your suggestion to look at Landis a few months back and bookmarked his site for updates at the time. It has been quite useful. So, thanks for your input and look forward to any insights you may be able to provide. Regards Bob

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