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

To: The Phoenix who wrote (3425)	4/21/2000 4:46:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 5853

Gary, You forgot to mention you work for CSCO. Kent

To: The Phoenix who wrote (3425)	4/21/2000 5:28:00 PM
From: greedsgd_2000	Read Replies (1) \| Respond to of 5853

Gary: Lets assume Gilder states in next month's newsletter that "X technology has seen better days" Assume Y company has such technology. Lets also assume Gilder is wrong on that assertion, and over time he is proven wrong. Is it your premise that Gilder, even when wrong and proven wrong, about X technology, will then influence the success of Y company and its technology over the longer term? True, Gilder moves tech stocks, but even Gilder cannot by himself change the innate success or failure equation between for example technology X and technology Z, over the long haul. As I stated, the GTR forum has been to some degree overrun by high margin daytraders and various short term players. However, does that mean he has no right to state a well thought out and well structured opinion on specified technologies? Are you suggesting Mr. Gilder uses a dart toss in his technology selection process? My impression is that he gives reasons for his selections, so as for subscribers to be able to judge not just his picks, but other investments in the context of his telecosmic outlook. Otherwise, he would simply give us his picks in one sentence, and simply leave out the rest.

To: The Phoenix who wrote (3425)	4/21/2000 5:33:00 PM
From: Andrew N. Cothran	Read Replies (2) \| Respond to of 5853

Would the stocks that he has recommended have behaved the same? No! But stocks like QCOM JDSU BRCM AMCC NT LU TXN certainly would have done what they have done without Gilder. And I did not say that everyone chases stocks. I said that the lemmings who read Gilder for his latest pick and start the herd running without doing their own homework, these are the ones that get the MoMo guys going which results in stocks getting vastly overextended and certain to correct. That's what I said. Congrats on your successful investing. Hope you keep up the good work.

To: The Phoenix who wrote (3425)	4/21/2000 6:02:00 PM
From: dday	Read Replies (1) \| Respond to of 5853

Gary, My recollection of that report (I have copies of every one filed at my office but not at home today) is that he simply felt NAS would ultimately prevail over SANS. Was the basis for his recommendation in NTAP. I thought he was positive overall on the new "Storewidth Paradigm" as he called it. He just attempts to point subscribers in the right direction. That does not mean he is bearish on all competing technologies. For instance, he is bearish on SONET because he sees the optical switch as a disruptive innovation to that technology.