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Technology Stocks : WAVX Anyone?
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To: Craig Sutton who wrote (7311)6/4/1999 10:57:00 PM
From: Sophie Janne  Read Replies (2) of 11417
 
Craig, my impression is that Harmon is intelligent, but with such a large universe of stocks that he apparently follows it is not surprising that he takes only a cursory look into some important topics. His focus could be incoherent, but it is important to note that George Gilder has an impressive knowledge of a specific goal of technology. So the question is whether Harmon has any theme he is following or if he is purely a stock picker. If he is a stock picker than I would say his Microsoft answer about Wave is proof that he doesn't know the superdistribution space.

Sophie.
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