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

To: silicon warrior who wrote (3373)	4/20/2000 10:24:00 AM
From: CMon	Read Replies (1) \| Respond to of 5853

Browse back far enough and you'll see that my opinions of what Gilder does aren't particularly favorable. I think that he would answer you, though, by saying that his report isn't a stock recommendation service. He's in the business of identifying leading edge technologies and explaining them to lay people. At that job he excels. Where he gets into trouble, in my opinion, is that in his world, a good technology equals a good stock. That's a rookie error. He skips the part called financial analysis that today some people think to be quaint. In his words, he has said that "he doesn't do price." Again in my opinion, if that's what he does he should stop talking about stocks.

To: silicon warrior who wrote (3373)	4/20/2000 1:25:00 PM
From: mts362	Read Replies (1) \| Respond to of 5853

does Mr. Gilder accept responsibility for his recommendations, and understand their significance, Whatever you guys say, the fact is that he has a business in which he gets paid to make these recommendations with the expectation that people would rely--at least in part--on them... If you blame him for the stocks that go down, you must give him credit for the 100s of millions (if not billions) of $$ he has made for investors (QCOM in 1996, JDSU in '98, SUNW, the list goes on and on). you are expecting him to be perfect every time - that is not reasonable. He is not a short term investor -- if you hold on to those stocks that you got "burned" on, I bet they'll outperform the market over the next 2-3 years. Here's a question for GG bashers: Why aren't you guys out there bashing other newsletters?? It's because Gilder has been so good in the past, that you have become spoiled, and you now whine if a stock goes down. What an awful approach to investing! No body forced you to listen to GG, if you don't like his advice, don't take it. MTS

To: silicon warrior who wrote (3373)	4/20/2000 1:50:00 PM
From: CMon	Read Replies (1) \| Respond to of 5853

<<Whatever you guys say, the fact is that he has a business in which he gets paid to make these recommendations with the expectation that people would rely--at least in part--on them>> Furthermore, You're wrong here. His is a technology newsletter. It's not a stock picking service. Though as I said in my previous post to you, I think he sometimes confuses the two himself.

To: silicon warrior who wrote (3373)	4/22/2000 1:12:00 PM
From: LTK007	Read Replies (1) \| Respond to of 5853

<< The point was something different--does Mr. Gilder accept responsibility for his recommendations, and understand their significance,>> it is not GGs fault that a bunch of momo players were doing the GTR MOMO PLAY.Hell,those running GG new recommends didn't give a damn what the company even did..The momos run a stock and sell at the top,the clueless investor thinks "wow,this must be great" and buys high and gets slammed.GG can not be slammed for what the market place has become,a carnival sideshow.max