George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Sandy who wrote (717)	10/17/1998 11:28:00 AM
From: George Gilder	Read Replies (4) of 5853

NT is a great across the board bet on communications technology, but it doesn't offer pure play on anything. It's strong in WDM, but it always wants to combine it with SONET TDM megadollar muxes. It's strong in GSM, but it also is heavy in CDMA. It's dominant in microwave wireless at 28 and 38 gigahertz, but the market is moving viscidly. It has cable modems through Bay LAN City and DSL galore in every flavor. In other words, it's less a corporate choice than a communications portfolio.

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