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

To: UUplink who wrote (2922)	2/24/2000 9:16:00 AM
From: Max Fletcher	Respond to of 5853

(OT) Has Gilder's message boards been inaccessible the past couple days or is it a problem with my computer? It loads as far as the message board, then just goes blank. Thanks. Max

To: UUplink who wrote (2922)	2/24/2000 10:27:00 AM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 5853

Hello UUplink, > Gilder does like NOVL and I believe that it may even be > on the list of "ascendent" stocks. Yes, it is ... and this is my expect point. He has it listed as "Directory, Network Storage" ... but he is completely missing the other areas ... > If you are a Gilder subscriber it would be worthwhile to > see whether a more detailed discussion of NOVL is > contained in one of the previous reports. I read them all ... and there is very little. No real meat at all ... NOVL just popped on, and then "dead-air" ... I'm assuming that something is coming, but I'm not sure what it is. I know that George doesn't normally talk about technologies that are reaching a point of transition towards commodity ... but this is what the core directory products are becoming. > (I know that you know plenty about NOVL already--but just > to see Gilders take on the situation). I guess that's what I was asking for other peoples perspectives on ... I've read and I can't see the fit. But in the proxy/cache space I see a huge fit ... > The present GTR focused on Mirror Image because of its > "pure" emphasis on storewidth as opposed to software > routing schemes designed to enhance network efficiency. ;-) Can you provide me more detail on this? What is it that you mean by "pure"? I've actually met with the folks from MirrorImage a couple of times and talked with them in-depth about proxy/caches and "object routing" ... they are well aware of the benefits ... You seem to indicate that there is something different though ... can you explain your perspective on exactly what ' "pure" emphasis on storewidth as opposed to software routing schemes' means? I'm at a loss to define exactly what "storewidth" is ... even after reading Georges articles ... > I don't think that the discussion was meant to slight the > advantages of NOVL's directory technology. But again, that's my exact point. We aren't talking about Novell's directory technology ... it has no direct relation to this whole conversation. But Novell's proxy/cache technology does! And I can't figure out why it's not being mentioned ... Scott C. Lemon