To: Kayaker who wrote (9778 ) 4/26/2000 4:29:00 PM From: pat mudge Read Replies (1) | Respond to
You are going from accusing the man himself (I don't trust anything GG backs and this time I'm told he got a pile of warrants (or pre-IPO shares), so he has plenty of reason to hype the heck out of it), to suggesting that it's possible that someone in his organization did some early buying or has options or warrants? If you've got some questions, do the work, go ask the man! But please don't continue to suggest that he or his group are doing something unethical (or illegal) based on rumors! What is this, guilty until proven innocent? I don't wish to be a complete PITA about this as you are the most helpful and generous person on any SI thread I read, but this is how rumors are started and spread, and how a man's reputation goes down the toilet. I somehow don't get the impression that you are a GG Tech letter subscriber. I think that if you read his reports and his numerous postings on his web site you would have a far different opinion of his honesty and his ethics. not companies. In the case of AVNX he could write about the technologies involved and include all companies that do similar work. The recent report by LightReading on tunable lasers is a good example. If he's an investment advisor, as I believe his organization has become, he would do well to analyze companies as investments and not merely on their technologies. The very fact that his followers rush to buy his picks tells you they're expecting these companies to succeed in the market . This means as viable companies involved day in and day out with balance sheets, not just cool products that will one day change the world. In other words, he should decide what he is and then stick to it. His rather lame "I don't do numbers" is a total cop-out. Tell that to investors who've lost 2/3 of their money. I have no problem with visionary writing and no problem with investment advice as handed out by newsletters. I do have a problem with one masquerading as the other.
