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


To: TigerPaw who wrote (3209)3/25/2000 5:57:00 PM
From: Jack Hartmann  Respond to of 5853
 
I took my lumps on G* and got out. The management questions raised on the G* bother me more than anything. Missing opearation milestones is a problem. Gilder seems bullish on it in his forum. Time will tell. I want some price stability for a couple of weeks.
Jack



To: TigerPaw who wrote (3209)3/25/2000 6:09:00 PM
From: harmonaronson  Respond to of 5853
 
I believe that in the earlier post G* refers to Globalstar (GSTRF), a Gilder pick, not Gemstar (GMST). GMST has done very well in the last few months, unlike GSTRF.



To: TigerPaw who wrote (3209)3/25/2000 10:17:00 PM
From: greedsgd_2000  Read Replies (1) | Respond to of 5853
 
First, at this point, one can easily use LOR as the vehicle to invest in Globalstar with most of a pure default risk removed. Its very cheap and you got lots of extras to go with it.

Second, as a GTR subscriber, my impression is that Gilder is trying primarily to provide a context for investment decisions. Basically, he is attempting to force people to take a big picture approach to investing, looking at each potential investment through the lens of highly probable larger technological shifts currently and/or soon to be occurring.

Now as it turns out, in recent months, Gilder has provided daytraders, speculators, or shorter term momentum players some useful direction, in many cases far more. In fairness, I don't think that can really be the standard one expects of Gilder over the longer term.

Now in Globalstars new system, I have yet to see analysis at to its possible use as a default system or backup/standby system (possibly even integrated into a conventional unit at some point) -for sometimes unreliable standard wireless terrestrial systems, or with a user that may exit from conventional ranges at various times. They are of course targeting unserved segments, but the use of this type of a system, may in fact, go far beyond their intended audience.



To: TigerPaw who wrote (3209)3/25/2000 11:31:00 PM
From: Rich1  Read Replies (1) | Respond to of 5853
 
I thought "G" was for Globalstar. To my knowledge Gilder hasn't recco'ed GMST. I do own some GMST so I would like him to reccommend.