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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%Nov 25 3:59 PM EST

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To: willcousa who wrote (50201)8/6/2001 10:00:31 AM
From: Kirk ©  Read Replies (3) of 70976
 
Take a look at George Gilder's column on editorial page of today's Wall Street Journal for a different take on where we are and why.

If memory serves me, Gilder was into many of the companies that were creamed. How is his model portfolio doing? Is he ahead since Jan 1999? He rode the bubble up but did he take some off the table and diversify or did he ride the bubble stocks down to lower levels?

thanks
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