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

To: w molloy who wrote (2819)	2/17/2000 2:37:00 PM
From: UUplink	Read Replies (1) \| Respond to of 5853

The fundamentals have changed in the sense that money is being raised by many technology stocks via IPO's and secondaries rather than through debt issuance. In addition, acquisition-based growth strategies often involve stock-for-stock deals. The increase in stock price of both T and X, if maintained, provides improved access to capital and enhanced ability to pursue acquisitions.

To: w molloy who wrote (2819)	2/17/2000 2:49:00 PM
From: Sawtooth	Respond to of 5853

<<Have the fundamentals of these companies changed in ANY way since yesterday?>> Exactly. Much as I enjoy the GTR report and recognize GG as an outstanding visionary, the companies mentioned do seem to take on aspects of a quasi-IPO following each issues publication. Some jump in to play the quick flip. The big money (not on an "annualized" basis, of course, but who does it every day?) is made over the long term, IMO. I wonder how many tens of thousands of GG reports are distributed each month; then redistributed by the subscribers; then the information further distributed? Not unlike Value Line, et al. Trying to keep the information secret ("Lower the Cone of Silence, Maxwell") seems similar to saying that nobody compares their comp plan at work because the organizational policy stipulates that the information is confidential and should not be discussed between employees. Not saying the report should be cut and pasted to the message boards (a violation of copyright) but thinking it's unrealistic to think it can all be kept under wraps and no public discussion should occur. After all, why does this thread even exist? To monitor when the next issue has hit the web?. If it really worked that way (insane profits limited to only those in the know), why would it continue to work over any significant period of time if all one had to do to get the info was shell out the price of a great dinner for two for a years subscription? IMO, the best use for the GG report is to identify emerging and pervasive technological trends and companies participating at the core. Look how long Qcom was discussed by GG and how long it took to fruit. As always, to each their own when it comes to investing. More power to those who can pull a quick flip after the report hits the web. That's one way to play the game; one angle. But what drives the price; or as you said W., <<Have the fundamentals of these companies changed in ANY way since yesterday?>> Just some post-lunch mumbling from me. Best. ........VVVVVVVVVVV