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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Brad Rogers who wrote (1925)	8/6/1999 11:43:00 AM
From: Stoctrash	Read Replies (1) \| Respond to of 5853

Great idea Brad...I'm sick of "my password doesn't work" crap too!! I'll start: I'd like to focus on TERN for minute...I whimmped out at 34 the other day, but I like their plan in the broadband market place. What I'd like to know is how easy would it be for BRCM, CNXT or others to dupe what TERN has in their corner, (cdma over cable)? I can't grasp that part of the story.

To: Brad Rogers who wrote (1925)	8/10/1999 12:31:00 PM
From: AurumRabosa	Read Replies (1) \| Respond to of 5853

Focus! Sell! Sell short!! Buy puts!!! The general market is weak and has a lot more downside to go. These telecosm mania stocks are some of the most overvalued stocks I've ever seen. Take NXLK as an example selling for 50x next year's sales even if you compound their sales at 100% a year. They pay out $60 million a quarter to service their trash bonds. No analyst I can find can project what year they will become profitable. I defy anybody to produce a cash flow model that shows NXLK ever digging out of their financial black hole. The only hope NXLK shareholders have is that it'll be bought out by Pa Bell. You can make similar arguments for many of the stocks on the GTR list.