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

To: Wyätt Gwyön who wrote (4060)	5/6/2000 9:44:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 5853

Mucho: Debate on the substance - the fundamentals - is great. This space and the other threads offer a very good opportunity for that. Is square footage a fundamental question? Are the number of patents attributable to one person, apparently primarily before joining his current company, a fundamental question? What has Pat raised that comes even close to substance of the technologies that are George's focus? How about the technology S-CDMA which Terayon has and no other company does? How about the powermux that Avanex has that may mean a major shift in how data is delivered on fiber? These are what interested George and what he has written about. Something about George Gilder as a person - as an individual - seems to bug her. That comes through loud and clear. I am not the one focusing on ad hominum attacks. I used to have very real respect for Pat's research and analytic skills and the way she saw SDLI and then later JDSU as companies worth doing DD on. She did and shared her results. Some of us had already taken positions in both, but learned from her. I look forward to that again. This is a diversion and as I have said, it is puzzling to me. Any discussion of the technologies and future trends in them fits this thread and is certainly fair game. Hope that is possible in the not too distant future. Best. Chaz

To: Wyätt Gwyön who wrote (4060)	5/6/2000 2:42:00 PM
From: GOPbabe	Read Replies (1) \| Respond to of 5853

Actually Mucho, I don't believe Chaz is shifting the debate at all. He is just adding another dimension by merely questioning the motivation behind what appears to be an orchestrated attack against Gilder. One cannot help but notice the timely visit of OwnStock, Smart, and Anthony, Pat, and others on this board and the insults, accusations, and inuendos posted over the last couple of weeks. It is only natural that questions would be put to these people which I truly believe deserves the courtesy of a reply. That's the American way, no matter what political leanings one may have. No one on this board as special questioning rights as far as I know. So if the tables are turned to put a better perspective on just where everyone is coming from, it helps determine the veracity of the poster. Regards, Merylee