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

To: silicon warrior who wrote (3385)	4/20/2000 3:51:00 PM
From: M. Charles Swope	Read Replies (1) \| Respond to of 5853

I'm probably making a mistake responding to this argument about whether the GG newsletter is a stock letter or a technology publication but I have been lurking and this discussion strikes me as odd. Trying to categorize his publication this way seems less than helpful. Now, I'm not a subscriber and don't know what GG said or didn't say. However, it seems to me that he ought to be judged on the accuracy of the information he provides, not whether people who buy his letter get rich. Is his description and discussion of the technology or business issues accurate or not? If he hasn't said that a particular stock is a good buy at a particular price, then I don't see how he can be blamed if the price of a stock falls UNLESS the fall is caused by the market's realization that a particular technology is not as described by him. Which category the TERN case falls into, I will leave to others.

To: silicon warrior who wrote (3385)	4/20/2000 4:36:00 PM
From: CMon	Respond to of 5853

I think you're right that the majority of his subscribers care about stocks and subscribe for that reason. And I agree that his table of stocks that includes the prices that they traded for when he added them to his list encourages that view of his report. Not to mention his occasional outright recommendations: he equated GSTRF at 29 to QCOM before it's rally, for example. It's for these reasons exactly that I think he's irresponsible. He should either make the financial analysis part of his work, or, he could choose not to. And in that case, he should stop encouraging people to draw the conclusion that the companies he profiles are good stocks to buy.