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

To: Ilaine who wrote (4127)	5/8/2000 11:33:00 AM
From: Hands Off	Respond to of 5853

Cobalt, thx for your read on GG. Agree totally. For me, he sets the stage. I choose the actors. I appreciate the consistency of his vision. He could not do it by concentrating on the balance sheet.

To: Ilaine who wrote (4127)	5/8/2000 12:00:00 PM
From: willcousa	Respond to of 5853

I first discovered GG in Forbes. Cien was my first venture. I got out too soon. I didn't mean to leave the impression that GG is not good with details. It's just that details are painful to work with in my case and maybe he is the same. They just aren't fun. The big picture is- the posssibilities are. I once worked for a company who built a hand-held radio/phone that connected to sat. If someone had one they could call home from the paddys. It was selectively in the field in Viet Nam. So I said someday we will all do this. No one else cared. That was 1966.

To: Ilaine who wrote (4127)	5/8/2000 5:41:00 PM
From: GOPbabe	Read Replies (2) \| Respond to of 5853

Cobalt, I am not the sharpest knife in the drawer when it comes to analyzing technologies because I don't have the necessary background to assess which technologies are superior. Just looking at how rapidly the internet has evolved in the last five years, we would all agree technology has and continues to evolve swiftly and there will continue to be better, more efficient, and faster technologies developed over the next few years. It would then seem most reasonable for Gilder to "drop" some companies from his list only to be replaced with companies that have developed a newer and more superior technology. Are you saying that recommending and then dropping a company from the Gilder list is pump and dump? If so, what is the time frame a recommend and drop would have to occur to qualify as a pump and dump in your opinion? I do agree with you that everyone should check their facts. As an example, if Pat had taken the time to check out the Gilder site or this board's posts to verify the price of a Gilder subscription, she would have avoided posting erroneous info. That's my reading of the tea leaves, and I suspect others may have different thoughts after studying the bottom of their teacup. Regards, Merylee