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

To: George Gilder who wrote (2965)	2/28/2000 7:35:00 PM
From: LOGAN12	Read Replies (1) \| Respond to of 5853

I am a new subscriber and i'm having a very hard time navigating your site. Maybe it could be a bit more user friendly? linda

To: George Gilder who wrote (2965)	2/29/2000 1:01:00 PM
From: gdichaz	Respond to of 5853

George Gilder: Good news. Look forward to reading, enjoying and learning. Best, and respect. Chaz

To: George Gilder who wrote (2965)	3/1/2000 6:07:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 5853

Here's one for you GG~ telecomdirect.pwcglobal.com. Satellite Calls To Drop to 50 Cents After Three-Way Merger Posted on March 1, 2000 A three-way merger between satellite operators ICO, Iridium and Teledesic would see satellite call charges for the newly-formed operator, tumble to the level of US mobile rates, around $0.50 per minute. A move that would place heightened pressure on new market entrant Globalstar to follow suit. Speaking to TPB, Mark Anderson, president Technology Alliance Partners, said that as soon as Craig McCaw, founder of Teledesic, completes his take-over of the bankrupted ICO and Iridium groups, satellite charges - which can be several dollars per minute - will be slashed "pretty much immediately". "McCaw will be able to unclog prices, which basically means that he'll be able to charge less. The new retail rates will come down to about 50 cents per minute as soon as the merger goes through," Anderson predicted. However, managing director of C.E.Unterberg Towbin, William Kidd, believes it is impossible to pick prices at this stage. "In some ways it isn't pricing that's hurting the system," he told TPB. "The quality of the distribution channel is more important. I also think it's futile to cost it out in terms of price per minute because that fails to take into account other costs, such as the cost of the handset," he added. Nevertheless, if call rates drop to the extent Andersen believes - if a three-way merger takes place - this could spell trouble for Globalstar, which had its commercial 'soft' rollout in October last year. Globalstar's wholesale satellite call rate is $0.47 per minute.

To: George Gilder who wrote (2965)	3/6/2000 12:51:00 AM
From: BKLYN BOYZ	Read Replies (1) \| Respond to of 5853

Dear Mr. Gilder--- Since I believe that it will be more arduous in FINDING companies whose stock price will increase significantly I have decided to SUBSCRIBE to your Monthly Newsletter. I believe that the DAYS of large returns may well be behind us UNLESS we FIND new frontiers to explore and of course INVEST in at an early stage.--- Hopefully your Monthly Report will help keep us informed of what to expect So PLEASE double Check my account to see IF I am a member yet ??? I want to make certain that I am a regular paid up member so that I can look forward to receiving all the research and tech views that will better prepare me to INVEST wisely .. I hope to get your MARCH reviews as SOON as POSSIBLE. Thank You Sir. PS This has NOT BEEN a paid endorsement- I am POSTING here ONLY because I am NOT able to contact Mr. Gilders offices through my E Mail account. Soooooo If you are OUT there Mr. George Gilder- I will TRY to contact you by phone in the Morning. If there is Another Phone number that YOU wish I use- please include it. Thank You Sir.

To: George Gilder who wrote (2965)	3/6/2000 3:48:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 5853

George, have we found the "holy grail" of switching? biz.yahoo.com Monday March 6, 9:03 am Eastern Time Company Press Release Agilent Technologies' Breakthrough Photonic Switch to Revolutionize Multi-billion-dollar Telecom Industry Move Underscores Agilent's Role in Developing the Enabling Communications Products To Increase Capacity on World's Busiest Communications Networks PALO ALTO, Calif.--(BUSINESS WIRE)--March 6, 2000-- Agilent Technologies Inc. (NYSE:A - news) announced today an advanced, cost-effective optical technology that could revolutionize the multi-billion-dollar communications industry. Called the Agilent Photonic Switching Platform, the new technology is capable of routing communications traffic without the costly conversion from photons to electrons and back to photons. This ability to manage communications traffic in the optical domain has long been considered the vital ``missing link' for the long-awaited, next-generation all-optical network. By eliminating the equipment needed to translate the basic light signals into electrical signals for the purpose of routing those signals, significant improvements in capacity and reductions in cost can be realized. Invented by scientists at Agilent Laboratories, the photonic switch is based on a blend of two reliable technologies -- inkjet and planar lightwave circuits. ``Agilent is poised to lead a significant revolution in communications,' said Ned Barnholt, president and CEO of Agilent. ``The Agilent Photonic Switching Platform is just one excellent example of how Agilent is not just sparking that revolution but leading it. Our customers told us that the one missing ingredient in making the all-optical network a reality was a cost-effective, reliable optics layer switching technology. The photonic switch is our response and the solution to the problem. It will help drive a significant market evolution while enabling our customers to deliver a brand new class of services.' Agilent's new platform, to be unveiled tomorrow at the Optical Fiber Communications Conference and Exhibit 2000 in Baltimore, is already in trials with several industry leaders for integration into the world's most complex communications network elements. It is expected that once deployed, this new way of managing information may hold the key to unlocking the vast, untapped potential of a totally wired world because the photonic switch will enable the cost-effective delivery of a new generation of digitally based services in communications, entertainment and business. According to industry analysts, fiber-optic networks are nearly stretched to capacity by the burgeoning demands of a digital workplace and sprawling e-commerce sites. Experts predict that more users, higher access speeds, longer connection times and richer media mean network traffic will double every nine to 12 months, making a new generation of fast-moving, optical switches imperative. According to Ryan, Hankin and Kent, a leading communications analyst firm, the load carried by optical networks will have grown an estimated 28 fold between 1996 and 2002. The firm also projects the need for optical networking equipment will expand from $15 billion in 2000 to some $40 billion in 2003. By providing a totally new and potentially far more reliable approach to handling optical traffic, the Agilent Photonic Switching Platform will allow network equipment manufacturers to accelerate the time to market for all-optical network elements. In turn, their customers -- telecommunications carriers -- will be able to keep up with the increased demand. With the new switching platform, the industry will be able to speed up network traffic -- and improve the user experience -- for e-commerce, e-mail, video conferencing, global business and other key optical applications. The switching platform, which includes the first two commercial photonic switches ever created by Agilent -- a 32 x 32 port photonic switch and a dual 16 x 32 port photonic switch, is based on Agilent technology that uses an innovative combination of reliable inkjet and planar lightwave circuit technologies. It is the largest switch of its kind with no moving parts, resulting in less wear and longer life. U.S. Availability Commercial prototypes of the Agilent Photonic Switching Platform will be available by the end of 2000. Michael

To: George Gilder who wrote (2965)	5/13/2000 10:52:00 AM
From: Michael F. Donadio	Respond to of 5853

George, what a way to get an answer to my March 6th question to you: "Have we found the "holy grail" of switching?" Message 13068795 Now that Agilent has become a paradigm stock in your May issue, I guess the answer was yes! I still have another question for you though,-- now that I know you like agilent's champagne. Don't you think it's time to re-evaluate your removal of Alcatel from your list back in '97, since it is really the company that is working with Agilent on these all optical switches? ALCATEL TEAMS WITH AGILENT TECHNOLOGIES IN DEVELOPMENT OF OPTICAL NETWORK ELEMENTS home.alcatel.com Paris, France and Santa Clara, California, USA - March 3, 2000 - Alcatel and Agilent Technologies (Agilent) today announced a partnering agreement to allow Alcatel to develop key optical network switching elements based on Agilent technology. The technology provides Alcatel the ability to develop products that can switch optical signals of any data rate and format, without the costly reversion to the electrical domain required in today's networks. This format independence allows Alcatel to construct many products required for the optical layer of tomorrow's telecom networks. ... I know Alcatel was removed in'97 because you thought that Nortel was a better play then, but now don't you think it's Alcatel's time to shine? In addition to the great work it is doing in the optical arena, it has become a leader in DSL (especially with the imminent merger of Newbridge Networks). I know you may consider DSL an "edge" technology, but currently most of us "humans" are on the "edge". DSL will be responsible for some of the most profound changes our society has ever known because it will affect "how we see reality". Alcatel is a major force both on the 'edge' and in the 'optical core'. I enjoy your technological insights, Michael