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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Ruffian who wrote (2583)	6/11/1999 4:55:00 PM
From: gdichaz	Respond to of 54805

To Michael: Yes, George Gilder does seem to be more "fashionable". That he has received some notice for his analysis of some of the benefits of S CDMA and therefore recognition of TERN is a sign of the times. Of course he has discussed TERN before with little effect on the price. But, who knows? Perhaps his days as a visionary are numbered. He once said that if he began to "move markets" , he would take that as a warning sign that perhaps he was getting too close to conventional thinking. :-) For those of you interested, he has an SI thread on which he answers questions from time to time - including a few of mine. Others chime in too. For adventurers among us, suggest worth a try. That link: Subject 16530 Chaz too PS Another source to sample his thinking is ASAP which is an attachment to Forbes magazine (actually separate but comes with) which is published each quarter. This lags his letter by 60 to 90 days and is a somewhat condensed version of his thoughts in his monthly letters. Enjoy.