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Technology Stocks : George Gilder - Forbes ASAP
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To: Schmoople who wrote (478)4/22/1998 2:39:00 AM
From: Dan B.  Read Replies (1) of 5853
 
Yes, all apologies. No more.

On that note, and having read some of the debate here over Silicon germanium vs. galium arsenide, and concerns over being led astray by Gilder, I see in the April 2nd 1997 issue of ASAP George Gilder wrote the following-

"Pushed by the advance of the spectronics paradigm, the current ride of Vitesse, Anadigics, Triquint, and other gallium arsenide innovators is likely to continue. The major long term winner is silicon germanium"
This was not exactly a sell signal on Vitesse even though he did choose to remove it from his essentially long term ascendancy list. I had dumped vtss and missed some gain there, but really, I see that he didn't berate vtss in the near term, and all should remember he sees potential in stocks he doesn't include on his list- even Microsoft.
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