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Technology Stocks : AWE - ATT Wireless -- Ignore unavailable to you. Want to Upgrade?

To: KevRupert who wrote (40)	4/26/2000 9:28:00 AM
From: Terror	Read Replies (1) \| Respond to of 329

I am getting real tired of hearing about 1 man...George Gilder...From the dirt I have read about him, he is loosing more money for people than making it. His stock picks haven't been always "on the money". Plus it seems he has gotten stock very early and he pushes people to chase stocks. The ride up was great but his timming for many stink. As for a true blue "awe" might be awsome. He probably doesn't have any T or LU. He has LOR and look at that price. Now is time to buy. Well just my humble opinion. I have subscribed to his newsletter, and find I do better on my own

To: KevRupert who wrote (40)	4/26/2000 11:00:00 AM
From: Pullin-GS	Read Replies (2) \| Respond to of 329

Cant short a non-marginable stock.... IPOs have a 30day period before they are shortable. "I'm not going to be short "awe", but if I had to choose to be long or short "awe", it would definately be the latter."

To: KevRupert who wrote (40)	4/26/2000 10:25:00 PM
From: David E. Taylor	Respond to of 329

Advalorem: As a general point, I'd be careful of Gilder's pronouncements. He proclaimed TERN, who make decent cable modems (I have one), as the second coming of QCOM,whereupon TERN promptly ran from 140 to 280. Those who followed his commandment expecting a QCOM like rise from 280 to 400+ have been sorely disappointed. However, having done a fairly thorough analysis of AWE's S-1/A, financials, and historical/projected subscriber and revenue growth rates, I concluded that AWE was a "wait and see" situation. Growth rates are much lower for AWE than PCS and NXTL, and I wouldn't be surprised to see AWE sell down from the offering price, particularly in the current market environment. As a long term play, probably OK, but not (IMO) on the IPO. David T.