George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Scott C. Lemon who wrote (1346)	4/25/1999 1:55:00 AM
From: jeremic	Read Replies (1) of 5853

Any thoughts regarding p-com? It appears they are still well positioned to benefit from the burgeoning wireless last mile solution-but it appears the intensifying competition may significantly constrict growth. Is this going to be another case of a company with ascendant technology (in an 'ideal' context), not making it in a real world business landscape? The current share price is tempting. . . George any significant developments since your 'Radio Rumbles' piece in Feb. 99? Any comments are appreciated.

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