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

To: Stuart D. Brorson who wrote (4019)	5/5/2000 2:26:00 PM
From: Ilaine	Read Replies (1) \| Respond to of 5853

After taking a look at the abstracts of E-Tek's patents, it looks like their lead researcher was Jing-Jong Pan, and a number of other individuals are credited as well. Cao is only credited on two patents, one assigned to Fujuitsu and Avanex, one to E-Tek, but not as primary inventor on either one. The patent for dense wavelength division multiplexer and demultiplexer devices which is assigned to E-Tek lists Jing-Jong Pan first. These facts can be easily checked. <edit> Just ran a worldwide patent search on the European Patent database, still just those two US patents.

To: Stuart D. Brorson who wrote (4019)	5/5/2000 3:49:00 PM
From: Bob Kim	Respond to of 5853

Stuart, I've been a little surprised to see that what might be ordinarily accepted as easily verifiable "facts" don't seem to be as Pat has pointed out. BTW, there is a potential problem when GG's comments are selectively used to support a stock recommendation from a broker. For example, a ML 3/10 report included the following excerpt: "In today?s newsletter George Gilder adds Motorola (MOT; $174 7/16; B-1-1-7) to the list of companies which he believes are in the forefront of innovation, a viewpoint which we would concur with." Three weeks or so later, ML removed MOT from its Top 10 Tech list.