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

To: Andrew N. Cothran who wrote (3398)	4/20/2000 9:07:00 PM
From: The Phoenix	Respond to of 5853

LOL! OK... Perhaps you should first figure out what a Fiber Channel Switch is before commenting.. Check your Dec/Jan issues of the Gilder report. Message 12500381 Again, I don't get it the pub... I just feel the effects. fwiw NTAP is a storage company that has fiber channel interface - they do not market fiber channel switches. NOPT and XLA aren't even remotely related to the market. Good to see Gilder has such an informed following. Clearly the reason that his uninformed comments affect valuations when there is no underlying change in fundamentals or technological shifs. Seems to me that those that aren't capable of doing their own dd by investigating the technology companies they are investing in should stay out of the tech market altogether. JMO. OG

To: Andrew N. Cothran who wrote (3398)	4/20/2000 9:15:00 PM
From: bwtidal	Read Replies (1) \| Respond to of 5853

andrew, not here to support gary, but i think you are actually making his case for him. he is not referring to "fiber channels of distribution", he is referring to Fibre Channel. Gilder wrote in the November GTR that "Fibre Channel faces the future as an increasingly marginalized technology." i may be wrong, but i would be astonished if he has referred to NTAP, NOPT and XLA as leaders in Fibre Channel.