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

To: George Gilder who wrote (3358)	4/19/2000 8:41:00 PM
From: silicon warrior	Read Replies (6) \| Respond to of 5853

Well, Mr. Gilder, you've led many to their injury in MOT and TERN as well. Hope you appreciate the losses many have suffered for "believing" in what you say. We were burned bad on MOT, and TERN is a debacle at this point. Subscribing to GTR has been hazardous to my financial health, and that of many others, at least recently.,

To: George Gilder who wrote (3358)	4/19/2000 9:04:00 PM
From: Frank A. Coluccio	Respond to of 5853

George, good to see you stopping through. In the past I've offered some counterpoint to some of your views concerning Terabeam and Terayon at the gildertech.com site. Unfortunately, I seldom get anything in response over there, with the exception of some e-mails, occasionally. Consequently, I've not posted there for some time now. Granted, my participation at gildetech.com has also been frustrated, in part, by the difficulty I sometimes have getting onto that site, for it seems that it is always overly busy. I would appreciate your taking the time to read some of my observations about these two companies, and in particular how I regard some of your views concerning why you think that they are ascendants. Several posts on the topic begin at the following url: Message 13455860 You will note that most of my puzzlement, in the main, has to do with why you consider TERN's cablemodem approach ascendant, for the reasons you cited -- namely their S-CDMA component. Their recent acquisitions and their new strategic direction, in other words, are not the issues that I am questioning here, rather they have to do with the prolonging of the all-coaxial plant, in lieu of upgrading to a more fiber rich texture of outside wires. -------- On the other hand, and where TB is concerned, you will find that I am generally eager to see more of what they have to offer when the trials begin to broaden, and when more information concerning their transmission parameters becomes available. If you can spare the time to honor my request to clarify some of these issues that I've raised, I'd very much appreciate it. Thanking you in advance, and best regards, Frank Coluccio

To: George Gilder who wrote (3358)	4/20/2000 2:02:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 5853

George: Regarding your op-ed piece in the April, 19 WSJ: My guess is that there really is nothing wrong with our disclosure laws. The real "problem" (which is now in the process of being remedied, BTW) is that we have too many people trading serious money with absolutely ZERO real information about the stuff they own. This is the root cause of any perceived market "inefficiency", IMO, not the lack of knowledge on the part of true investors. The mo-mo types (of which there are millions) buy because it's going up and sell because it's going down. End of story. Charlie Smith