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Technology Stocks : George Gilder - Forbes ASAP

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To: IndexTrader who wrote (5467)2/17/2001 4:07:56 PM
From: Dan B.  Read Replies (1) of 5853
 
He was like an excitable kid with a new toy. He was extremely confident of the future of the internet and its driving technologies. He spoke of the bandwidth explosion coming over the next five years alone. He paid tribute to the contributions of Bill Gates and others, while panning their future roles. He mentioned NUFO excitedly(describes all his comments, IMO). Decried the fall in Avanex yesterday as crazy big. Stated GSTRF remains a wonderful technology that is going to make someone a lot of money, though it has devastated investors to date.

He repeated again that TV as we know it is as good as dead, but that quality programing will increase in value.

While many will reasonably view his enthusiasm as fanatical and scary, personally, I clearly see he is infectuous, and he makes me grin, as I suspect the man is generally correct.
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