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

To: George Gilder who wrote (2144)	10/4/1999 10:19:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 5853

George, Can Globlstar evolve from IS-95 to HDR? Thanks, Ruffian

To: George Gilder who wrote (2144)	10/11/1999 9:51:00 AM
From: 2brasil	Respond to of 5853

Hello George any comments on the Racal Electronics deal On Monday morning, telecommunications network upstart Global Crossing (GBLX) said it will pay about $1.65 billion for the British telecom business Racal Electronics

To: George Gilder who wrote (2144)	10/12/1999 2:52:00 AM
From: Bandit19	Read Replies (1) \| Respond to of 5853

Dear Mr. Gilder, Your opinions have been respected by the street on the future of digital content, e-commerce, and hardware security (i.e., trusted client technology). I researched a company called Wave Systems and noticed that you are a board member. Is there a purpose for you being part of a company that is based in disruptive technology and can you comment on the future of this company with the evolution of the information era? I am thanking you in advance for your time and consideration of my question. Sincerely, Steven Scott

To: George Gilder who wrote (2144)	10/13/1999 12:25:00 AM
From: SteveG	Respond to of 5853

<A> Chemistry, Physics Nobels Awarded dailynews.yahoo.com (and other relevant links:) search.news.yahoo.com By JOSEPH B. VERRENGIA AP Science Writer ( best line IMO is 4th paragraph from bottom ) Scientists in the United States and the Netherlands were awarded Nobel Prizes Tuesday for their efforts to corral some of the fastest, smallest phenomena in the universe and peer into their very cores. None of the winners of the physics and chemistry prizes this year are household names. But the face of the chemistry winner, Ahmed Zewail of the California Institute of Technology, is familiar in his native Egypt, where he appears on two postage stamps. Zewail, 53, was honored for pioneering a revolution in chemistry by using rapid-fire laser flashes that illuminate the motion of atoms in a molecule. The Royal Swedish Academy of Sciences said Zewail's work in the late 1980s led to the birth of femtochemistry, the use of high-speed cameras to monitor chemical reactions at a scale of femtoseconds, or 0.000000000000001 seconds (one-quadrillionth of second). ''We have reached the end of the road. No chemical reactions take place faster than this,'' the academy said. ''We can now see the movements of individual atoms as we imagine them. They are no longer invisible.'' Other scientists described Zewail's studies of how chemical bonds break and new molecules form as ''the ultimate level of observation.'' They said that because his work helps researchers manipulate chemical reactions on a fundamental level, it might lead to faster computer chips and ultra-precise machinery. ''Everything in life is getting faster and faster,'' said Henry Kaptyen, a laser expert at the University of Colorado in Boulder. ''This lays the groundwork for technology that will develop over the next 20 to 50 years.'' The Nobel committee surprised a sleeping Zewail with a pre-dawn telephone call to his home in San Marino, Calif., where he was recuperating from a cold. But he said, ''The real excitement is, in fact, in the fundamental discovery itself - the ability to observe and study the behavior of atoms.'' Gerardus 't Hooft and Martinus J.G. Veltman won the physics prize for developing more precise calculations used to predict and confirm the existence of subatomic particles. It is the latest in a series of Nobel prizes for researchers who are inching closer to a unified theory of the forces that control the behavior of matter and the complexities of the universe. Veltman, 68, who lives in the central Dutch town of Bilthoven, is professor emeritus at the University of Michigan and former professor at the University of Utrecht; 't Hooft has been a professor of physics at the University of Utrecht since 1977. Their research provided a more precise roadmap for physicists to find more subatomic particles using more powerful particle accelerators. Accelerators briefly recreate hot, primordial conditions in miniature, to determine whether subatomic particles behave in predicted ways, or even exist at all. Scientists hope that a new accelerator being built in Geneva will confirm the existence of a particle that Veltman and 't Hooft have suggested could be located under the right conditions. Veltman, who acknowledged that his research was often too opaque to explain to his own family, celebrated the award by smoking cigars with friends in his home. ''The main thing you have to do to get the Nobel Prize is not die,'' he said, as his companions roared with laughter. The literature prize was awarded Sept. 30 to German novelist Guenter Grass. The medicine prize was awarded Monday to Dr. Guenter Blobel of New York's Rockefeller University, who discovered how proteins find their rightful places in cells. The economics prize winner is to be announced Wednesday in Stockholm and the peace prize on Friday in Oslo, Norway. The prizes, worth $960,000, are presented on Dec. 10, the anniversary of the death of Alfred Nobel, the Swedish industrialist and inventor of dynamite who established the prizes.

To: George Gilder who wrote (2144)	10/19/1999 10:31:00 AM
From: DavidCG	Read Replies (1) \| Respond to of 5853

Ok George, Here it is. Ready for a bargain? I'll even give you a comparision. GTSX = GST Communications An Intergrated Communications Provider (ICP) 37 million shares. Trades at $7.75. Market Cap = $286 mil 6900 miles of fiber network. It covers: MAJOR U.S. BACKBONE HUB CITIES Arizona - Phoenix Arizona - Tucson California - Fresno California - Los Angeles California - Ontario California - Pasadena California - Riverside California - San Francisco California - San Luis Obispo California - Walnut Creek Hawaii - Honolulu Idaho - Boise New Mexico - Albuquerque Oregon - Portland Washington - Seattle Washington - Spokane San Diego, CA and Houston,TX will be connected via fiber by the end of 1999. Next year GSTX is planning to expand their Tier 1 backbone to the east with Chicago and Washington DC. Revenues this quarter: $90 - $100 million Let's compare it to another ICP in the Southwest: CPRK (CapRock communications) An ICP. 33 mil shares. Trades at $21 1/2. Market Cap: $709 mil Only 400 miles of fiber network in south texas. CPRK wants to expand to Oklahoma, Arkansas, Louisiana this year. CPRK wants to expand to New Mexico and Arizona next year. So basically, you can get GSTX at a heavy discount to its peers. And GSTX has been selling excess fiber capacity to companies like Williams. They recently sold $100 million in excess capacity fiber to Williams in California. GSTX recently won a $50 million lawsuit from GBT. Things are looking great for GSTX in the future! And GSTX is indeed a bargain for any company (like Bell Atlantic) who wants West Coast Exposure via fiber for pocketchange. For only $286 million marketcap, you get a lot of fiber backbone! Any commentary would be appreciated. -DavidCG

To: George Gilder who wrote (2144)	11/9/1999 8:06:00 PM
From: DavidCG	Read Replies (1) \| Respond to of 5853

GTE, Crown Castle Form $900 Million Wireless Venture Irving, Texas, Nov. 8 (Bloomberg) -- GTE Corp., which is being acquired by Bell Atlantic Corp., said it formed a $900 million joint venture with Crown Castle International Corp. to manage and lease space on GTE's wireless-communications towers, freeing GTE to focus on developing new products. GTE said it will contribute 2,300 towers valued at $900 million to the venture. GTE will get $700 million in cash and a 25 percent stake in the company and pay a fee of $1,400 a month for services and space on the towers. Houston-based Crown Castle, one of the largest wireless-tower management companies, will own the rest of the venture. Crown Castle will be responsible for monitoring and maintaining the towers, which are used to send and receive wireless calls, and for leasing out space to other companies. Having outsiders manage their towers allows companies like GTE to concentrate on sales and product development. ``The formation of this joint venture allows us to focus more of our resources on customer service and adding new products,' Mark Feighner, president of GTE Wireless, said in a statement. Irving, Texas-based GTE may contribute as many as 150 more towers, valued at $275,000 each, to the venture over 18 months. GTE, which expanded into wireless with its $3.25 billion purchase of half of Ameritech Corp.'s cellular-phone business, may contribute those towers as well. The venture also plans to build 500 towers over five years. GTE shares rose 2 1/8 to 75 3/8 in New York Stock Exchange trading, while Crown Castle rose 3 3/16 to 23 3/8. Separately, Reston, Virginia-based Nextel Communications Inc. signed a three-year agreement to lease space on Crown Castle towers. The company didn't say on which towers it would put its equipment, and terms of the agreement weren't disclosed. Nextel and its subsidiaries agree to lease space on at least 1,264 sites owned or managed by Crown Castle over the next three years. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Crown Castle (TWRS) seems to have the lock on the wireless tower market -DavidCG

To: George Gilder who wrote (2144)	1/4/2000 1:59:00 AM
From: John Biddle	Read Replies (3) \| Respond to of 5853

I believe I have have read where you claimed that internet traffic was doubling every 100 days. Today I read an interview with you here on SI (no source quoted): beta.siliconinvestor.com wherein you are quoted saying that 2 years ago internet traffic was 8 Petabytes/Month and today it's 30 or 40 Petabytes/Month. 2 years ~ 700 days 2*7=128 8128=1024 1024/40~25 The way I see it these two assertions disagree with each other by a factor of 25. Which is correct?