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To: jazzcat2000 who wrote (12600)	4/13/2000 1:47:00 AM
From: LBstocks	Respond to of 35685

jazzcat - thanks for summarizing the Gilder lecture. <eom>

To: jazzcat2000 who wrote (12600)	4/13/2000 2:10:00 AM
From: cfoe	Respond to of 35685

Thanks for the summary. Phobian is named Fovian (if I remember the name correctly). It was started by Carver Mead, one of the luminaries of semiconductor science from the days before Intel. He has spoken at both Gilder conferences I have attended. Photos are amazing, but I do not know enough about the market. National Semi is a big investor as is another semi company. Glad he still likes QCOM and ATML; I assume from comment on Optical and JDSU he also likes Ciena. Thanks again.

To: jazzcat2000 who wrote (12600)	4/13/2000 5:24:00 AM
From: Ilaine	Read Replies (1) \| Respond to of 35685

Gilder does remove companies from the list from time to time - @Home and Tellabs come immediately to mind.

To: jazzcat2000 who wrote (12600)	4/13/2000 5:51:00 AM
From: EepOpp	Read Replies (1) \| Respond to of 35685

thanks very much jazzcat2000! very informative indeed. As far as superconductor companies are concerned, did Gilder mention which of them is the most well-run? I did a cursory check on them and they almost seem more like R&D firms rather than business firms looking to make profits. EepOpp

To: jazzcat2000 who wrote (12600)	4/13/2000 6:52:00 AM
From: Clappy	Respond to of 35685

Jazzcat, Excellent Post! Thanks for posting your notes on the Gilder lecture. -Clappy

To: jazzcat2000 who wrote (12600)	4/13/2000 8:29:00 AM
From: R.V.M.	Respond to of 35685

jazzcat2000-- Are you also "Ruffian?" This post was also on the NTAP thread under that name. Another company Gilder removed from the list was Qwest(Q). He didn't like their hookup with T, I believe. Thank you for the summary--interesting. RVM

To: jazzcat2000 who wrote (12600)	4/13/2000 9:17:00 AM
From: Nichols	Respond to of 35685

jazz- grear report on Gilder. Thanks. Its interesting that he still likes NTAP but needs to have some questions answered.