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

To: SecularBull who wrote (2838)	2/17/2000 5:49:00 PM
From: Dan B.	Read Replies (1) \| Respond to of 5853

Oh, I agree...diversification in Fiber/communicatons is hardly deworsification at all. As was the case for having everything in DELL, for many(you, I think), diversification in Fiber should prove to be a rich "egg basket." I'm sure you are quite happy already. Dan B

To: SecularBull who wrote (2838)	2/17/2000 5:50:00 PM
From: mts362	Read Replies (2) \| Respond to of 5853

TERN is a play on wireless. I thought TERN was a S-CDMA cable modem play. Please correct me if i'm wrong. MTS

To: SecularBull who wrote (2838)	2/17/2000 5:54:00 PM
From: cfoe	Read Replies (2) \| Respond to of 5853

TERN is a play on wireless. This is not correct. TERN is a play on bringing CDMA technology (S-CDMA specifically) to cable and wire (I guess via its DSL purchase). Gilder loves CDMA as his long-time and unwavering support of Qualcomm is evidence of. With TERN, it is another form of CDMA, only for wires. P.S. Re: QCOM, I believe looking back five years form now you will see that today's price was quite undervalued; i.e., it is not too late to be part of the QCOM story IMHO.