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


To: Charlie Smith who wrote (2656)1/21/2000 1:06:00 PM
From: cfoe  Respond to of 5853
 
how much of the valuation disparity btw TERN and CMTO is real vs. Gilder-fed hype?


TERN did come out with a very good financial report this week - revenues at records, very strong growth, and they are profitable on a proforma basis about a year ahead of schedule. Also, they have made what are looking like very good acquisitions this year. So I do not believe it is all Gilder-related.

I do not know much about CMTO, so I cannot comment one way or the other.