George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: John Stichnoth who wrote (1359)	4/28/1999 10:12:00 AM
From: Mark Fleming	Read Replies (6) of 5853

TheStreet.Com yesterday published it's opinion (and that of Forrester Research) that by 2003 there will be a bandwidth glut and stocks such as Level 3, et al will experience an oversupply/price drop problem. I own Level 3 and many other gilder "bandwidth" stocks. It's my personal opinion that it's ridiculous to say that we won't find ways to use up the coming bandwidth. It's like when people said that PCs would never go into the majority of homes, or when IBM said that the worldwide market for computers is a total of three. May I have the opinions of others on the thread, and of course, George?

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