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


To: Andrew N. Cothran who wrote (3700)4/27/2000 8:17:00 PM
From: tripperd2  Read Replies (1) | Respond to of 5853
 
1st time poster here, and have been reading with amusement the last few days. Read the article regarding Anthony and his devotees and it was quite enlightening. There are certainly plenty of suckers out there, as he says, willing to part with a buck by being greedy and jumping too late on the bandwagon when various small caps start to move.
Well to my point. I cannot believe that we have George Gilder posting here and we are not asking questions about some of the companies and industries he obviously knows more about than us. So
1. Do you know anything about SDLI and why haven't you mentioned them as obviously they are a large part of the fiberoptic buildout?
2.I also have a large holding in JDSU. How much of the fiberoptic infrastructure is built-Is there considerable more to build such that one can tuck one's shares away for say the next five years( like a Cisco in 1990)
3. I did hold GSTRF for a while but sold after some loss. Are you still optimistic about their business plans?

I do enjoy your newsletter and even appreciate your writing style-particularly the one about finding the right place in your front yard to use your Palm V

Keep up the good work, and thanks. Trip