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

To: willcousa who wrote (4125)	5/8/2000 9:31:00 AM
From: Andrew N. Cothran	Read Replies (1) \| Respond to of 5853

willcousa: I am in total agreement with you. You have Gilder pegged properly and correctly. You also seem to understand engineers and beancounters.

To: willcousa who wrote (4125)	5/8/2000 11:20:00 AM
From: Ilaine	Read Replies (3) \| Respond to of 5853

Excellent points. I spent hours last night re-reading GTRs - I have all of them going back to Volume 1, Number 1, July, 1996. My impression is that the GTR, from the beginning, was not intended to be an investment newsletter, per se. GG "sees" too far into the future for that. And, while he's never lost the overarching vision of the ascendancy of the Internet, he's gone off on a lot of tangents - remember his predictions that Java would be the universal language of the Internet? I didn't start reading GTR until 1998 - and even then, the "Gilder Effect" wasn't that phenomenal. Really, Gilder as stock magician is an artifact of QCOM, I think, and Gilder had people in QCOM back in 1996 - and it was a long time before that one went to the moon. I remember very well because I bought it in 1998, and sold it in the spring of 1999! Since then, I've been very bemused by the "Gilder Phenomenon." If you have the old GTRs, the first "list" of companies came out in April, 1997, almost a year after the first GTR. I think you'd agree that GG has mentioned literally hundreds of companies in the GTRs. He's listed many, many companies that he's removed from the GTR for whatever reason. The companies on the first list were: ALA, ADI, CIEN, GSTRF, LU, NSCAP, QCOM, SUNW, TDM, TXN, VTSS, WTT, XLNX. Since then, ALA, NSCAP, TDM, VTSS, WTT, have been removed, and others have come and gone. Why? Why remove ALA, for example, a wonderful company, that's heavily involved in building satellite internet? Because it's a competitor of GSTRF? In the old days, he used to say that the companies on the list were representative companies that represented ascendant technologies, "but by no means are the technologies exclusive to these companies." The emphasis used to be more on the technologies, not on the individual companies as investment opportunities. He doesn't say that anymore. I wonder why? I suspect it's because since then the Gilder Effect has changed something about the way he presents information. I don't know if GG has changed in his own mind from someone with a broad vision who isn't good with details. My guess is that it's the Forbes team, more than GG. I sense that he's bewildered by the accusations of pump-and-dump. But he really should think about hiring some fact-checkers, IMO. Anyway, that's my reading of the tea leaves, for whatever it's worth.