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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (23798)	4/28/2000 12:11:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 54805

Gilder totally blew it by picking Foveon over SanDisk. Somehow I doubt $50,000.00 digital cameras will create a mass market for Foveon. Here is my latest contribution to the SNDK thread... Potential Royalty Revenues Message 13517245 Ausdauer

To: Apollo who wrote (23798)	4/28/2000 1:44:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

in reality he's running a glorified Ponzi Scheme. Without documented proof, it's irresponsible to write that on a public thread. It's also the potential cause of a libel suit. --Mike Buckley

To: Apollo who wrote (23798)	5/1/2000 11:44:00 AM
From: StockHawk	Respond to of 54805

>>George Gilder - Some pretty dramatic claims and accusations being made about GG...<< George Gilder is the lead writer of a provocative newsletter. He offers a variety of opinions and predictions, many of which have been validated over time. I subscribe to his newsletter and I find it interesting and enjoyable. But posts like the above show that he is a victim of his own success. Some followers, it seems, follow blindly. Past accuracy may make him a guru, but they do not render him a god. He has been wrong before and he will continue to be wrong, at times, now and in the future. If a trusted weatherman predicts rain for tomorrow, and a million people rush out to buy umbrellas, and then the sun shines - it would be imprudent to label the weatherman a charlatan or Ponzi schemer. Unlike most "investment" newsletters, Mr. Gilder clearly states that his purpose - his value - is to offer insights into ascending technologies. He offers such information "without consideration of their current share price or the appropriate timing of an investment decision." In my opinion, these are not mere weasel words, but rather an admonishment to consider thoroughly and reflect on seriously the information presented. In other words, don't buy the stock 10 minutes after you read the newsletter. People who do so are playing a momentum game - and it is their right to do so - but lets not hold Mr. Gilder accountable when the momentum turns. I wish I could find a newsletter (or an investment board) where every word was accurate, every prediction dead on, every assessment of competing technologies all-encompassing and all-inclusive. George Gilder asks for good money from his subscribers. He should be held accountable to the highest standards. He should also be judged fairly. I think gorilla gaming is the most sound investment strategy I've encountered in 20 years of investing. But look at our portfolios - many good, valid, prudent investments have fallen, some significantly, in the past month or so. Even the best strategies, and the smartest people, suffer downturns and endure mistakes. No surprise there. StockHawk