Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew N. Cothran who wrote (9694)	4/26/2000 8:54:00 AM
From: Jill	Read Replies (1) \| Respond to of 24042

Gilder made some great picks but now he has to keep searching for equally great picks and there may not be. So he picks companies with potential but way early and there is no guarantee at all they'll TERN out like BRCM, NT or JDSU. These are speculative plays and daytraders get in on them. It's different now. And his subscribers are increasing, making the letter less specialized, and moreover, it's impossible to access the site when the letter comes out.

To: Andrew N. Cothran who wrote (9694)	4/26/2000 10:29:00 AM
From: pat mudge	Read Replies (3) \| Respond to of 24042

Andrew -- You've made some good points and I certainly overstated when I said I wouldn't trust any of GG's picks. [When I refer to "GG" I'm referring to his organization, not an individual.] Those you mention are obviously excellent companies. As some know, I've done extensive research on TERN and this is really my point of reference. Based on many blatantly false claims GG's made, I find it difficult to trust any of his assertions. In other words, I wouldn't take anything he says at face value. I'd want to know his own position and I'd want to look at the technology, the numbers, the management, and the competition myself before making a decision. I don't know how newsletter gurus are monitored so it's hard to know what positions they hold or what their relationships are to the companies they back. Do they have any responsibility to declare their positions? GG doesn't claim any responsibility for price and I believe has said so publicly. I find this irresponsible. Again, nothing I've said has anything to do with AVNX. I hope I made that clear. And even if warrants/shares were involved, it doesn't mean they've been misused. I do question the timing of GG's adding it to his screen and even here I'm not saying he's broken any laws. However, I am suggesting buyers should be alert to the process. When GG was saying Terayon's S-CDMA was a world standard --- and his backing running the stock to 280 --- buyers would have been well advised to find out if that were true. [My findings are on the CMTO and TERN threads, including letters from CableLabs telling TERN's management to "cease and desist" regarding their DOCSIS claims.] Is GG's sloppy research regarding TERN an aberration? Possibly. But I would certainly recommend a cautious attitude when following his recommendations. Again, I'm referring to his organization. As an individual, his motivations may be as pure as the driven snow. Pat