George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Dan B. who wrote (5472)	2/17/2001 4:25:14 PM
From: IndexTrader	Read Replies (2) of 5853

Dan, I did catch the interview later in the evening. Although he does have an understanding of the technology, he seems to be lacking in knowledge of Econ 101. There is much too much supply right now & not enough demand. The Telcos are leveraged to the hilt & are not realizing a profit for their incredible expenditures. He talked about the trillions of dollars in product that these companies have to sell, but who the heck is going to buy it? It could take years to work off the current inventory & debt load. I think one of the important keys to how this recession progresses is in fact the Telcos. I'm not smart enough to figure out when & how the build up of inventories will work themselves out, but it would be interesting to hear from others on this topic. Thanks Susan

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