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


To: Cosmo Daisey who wrote (4300)5/14/2000 1:11:00 PM
From: Wyätt Gwyön  Respond to of 5853
 
"The lesson is clear: Standards are convenient, but they won't trump customer demand if a not yet standard technology can meet that demand."

In the past, Gilder made a big deal of how TERN would have a hand in the DOCSIS standard. Now that they are gaining deployment by a minor cable operator in the US, he moves the goalposts and says "customer demand" is what matters. Well, last I checked, number six is not as good as numbers one through five. This would indicate that Gilder's facile argument fails to hold water in its own leaky bucket of hogwash.

why is it so hard to believe that Dr. Gilder is an honest genius

Because it is easier (based on the evidence, as well as the rather low statistical distribution of genius caliber among those who make money by selling ideas of how to make money to others) to believe he is an honest non-genius. Or something else.

muchomaas@don'tdon'tbelievedon'tbelievethehype.com



To: Cosmo Daisey who wrote (4300)5/14/2000 1:32:00 PM
From: Jack Hartmann  Respond to of 5853
 
CDaisy, I wonder if it is more MOT's inability to meet the cable modem demand of companies than TERN's great cable modem. I see companies complaining that MOT is slowing their cable braodband rollout.
Jack