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

To: Pullin-GS who wrote (42)	4/26/2000 11:59:00 AM
From: A.L. Reagan	Read Replies (1) \| Respond to of 329

Re: Shorting. I hope in 31 days post-IPO AWE is at a shortable level. Re: Gilder. The idiots who confuse a technology review with stock picks deserve everything they get. Gilder is a useful data point in understanding a particular company's IPR and market position, but no substitute for doing valuation DD, looking at a company's non-technology attributes, or for analyzing the strengths and weaknesses of the major competitors in whatever field Gilder's ascendent technology company of the month frolics. A great example is GSTRF, which has terrific technology, but the on the ground folks literally can not market their way out of a wet paper bag. Suspect that AWE is kind of the opposite - if nothing these people know how to price, market, distribute, etc., but TDMA is a dead-end.