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

To: Brian Sullivan who wrote (3842)	5/1/2000 2:41:00 PM
From: Curtis E. Bemis	Respond to of 5853

It's not your job-- Tis GG's, Mr. Super Arrogant ;-)) gildertech.com "You didn't buy Microsoft because you didn't know. Few investors ever understand that they are in the right place at the right time. For example, you were probably investing in 1986 when Microsoft went public. So, why didn't you buy the stock? Every dollar invested back then is worth $500 today. You didn't buy Microsoft because you didn't know. And here's my point: it is not enough to be in the right place at the right time, unless you also understand that you are there! Don't worry about it. It's not your job to understand the significance of "place and time" in the complex world of advanced technologies. This is highly specialized work, and my staff and I are trained and practiced in it. And that's why I want you to read my special reports, and also to subscribe to the Gilder Technology Report."

To: Brian Sullivan who wrote (3842)	5/1/2000 2:49:00 PM
From: Wyätt Gwyön	Respond to of 5853

Quack Quack

To: Brian Sullivan who wrote (3842)	5/1/2000 3:14:00 PM
From: Bob Kim	Respond to of 5853

If George is not a stock picker then he should simply mention the technologies and their applications and not the companies involved. If George must mention a specific company and he also owns shares in that company, he should add a statement like (I own shares in Conexant). Brian, Should sell-side analysts also follow your guidelines when applicable? For example, ML analysts often own the same stocks they follow, but don't disclose those positions individually. Should they? Personally, I think it would be interesting information. Regarding your first point, I found it a little odd that ML recently put out a discussion of Mirror Image under the guise of an EXDS report but, of course, didn't discuss XLA as a stock since they don't follow it. I would bet that XLA/Mirror Image is eventually followed by ML or uses ML in some some future transaction.