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


To: Starlight who wrote (2596)1/14/2000 2:37:00 PM
From: Cosmo Daisey  Read Replies (1) | Respond to of 5853
 
Elizabeth,
Thanks for the tip, i'll be careful ;o)
CNXT has been in the report since March of 99 and many Gilder subscribers already hold it in their portfolios.
The tag on CNXT is "Linear CDMA Power Amps, Cable Modems.
George hasn't kept it a secret that their technology is CDMA. BRCM and CNXT manufacture many of the same products and are in a race for leadership. In this case it's probably a good idea to hold both. BRCM has a small float and makes 30 point moves so look for a pullback if you are thinking about a position. They are getting into split territory and watch for a run if they announce. CNXT split last year and they are also in their historical split zone.
cdaisey@citigroup.com