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


To: w molloy who wrote (2605)1/14/2000 3:47:00 PM
From: Dan B.  Read Replies (1) | Respond to of 5853
 
"his picks
have become something of a self fulfilling prophecy."

I'm not saying that isn't true, just that it's short-term stuff. When I wrote "tomorrow", I meant YEARS out, not tomorrow literally, you see? Takes time for even a low float tiny cap pick like NOPT to reap full benefit of his blessing- it took months of study time before it continued up after its initial fantastic pop. Only longer-term performance will keep it where it is today and better. I can't sweat the small stuff...George provides input on a big picture to consider.

Seems to me George's picks often get long slow climbs- making initial price pops seem trivial by comparison. Often those pops have dissapeared in the short run- plenty of time to get in! Given his success, will his picks do nothing but go up in the future just because he picked them? I would never make a long-term bet on that, and I'm sure George, futurist that he is, knows his own fallibility and place in the world well enough, to have laughed heartily at the notion at some point or other.



To: w molloy who wrote (2605)1/15/2000 9:17:00 AM
From: Taylor Mill  Read Replies (1) | Respond to of 5853
 
"he is now considered something of a guru and his picks
have become something of a self fulfilling prophecy. "

Some of you guys have a "self fulfilling" opinion of your own BS. George has been a thought leader i.e. "guru" on technology subject matter for the last decade. It is merely people like you who have "now" tried to turn his perspective into one of a stock "guru".

I fully agree with Dan B.'s point of view in the prior post and buy George's reports and books to better appreciate the underlying trends in technological change that George has identified as significant. George gets my two thumbs up for his concise thinking and reporting on significant matters --- not for being a newly found stock guru for the day trader mentality. That is just laughable. If you ever doubt George's capabilities as a "thinker and communicator" on a disverse set of subject matter, then I suggest you read some of his other books on subjects other than technology. They are out there -- politics, women's movement, marriage, crime, etc etc. The man has shown me that he can "cut to the chase" and get to the significant issues on every subject he has ever chosen to investigate. Fortunately, for those of us who have both the desire and need to understand the progression of technology, George has found an area where his unique skills are widely appreciated. Those who truly understand George's contributions are not buying his letter for stock picks.