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 (479)	4/22/1998 7:16:00 AM
From: gdichaz	Read Replies (2) of 5853

Good to see a return to Gilder and his ideas. Re the Ga's, agree. Also remember that the ANAD, TQNT and VTSS sell into different markets. I had a similar question re the removal of Ciena from the Ascendancy list - the reason given, LU competition, was not persuasive since LU's entry vaporware. George Gilder replied on this board that he still expected Ciena to be a player. So removal from the list is not the be all and end all. Also the list is just for the technologies and sadly it is often misunderstood as a buy list. It ain't - more properly a watch list. Chaz

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