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

To: George Gilder who wrote (4729)	8/31/2000 8:51:29 PM
From: k_maxwell	Respond to of 5853

GG - thank you for AVNX. The more I look at it, the more I like it. And, wow, CIEN is sail-ling... I'd be very interested to hear your opinions and those of your staff on this longtime Telecosm list member, as your publisher indicated you might be reviewing some of the not-so-new (but perhaps equally telecosmic) list members in the near future. Thanks in advance. Hope you are enjoying the fine late summer Berkshire days.

To: George Gilder who wrote (4729)	9/3/2000 7:23:53 AM
From: Tom Clarke	Read Replies (1) \| Respond to of 5853

Is there a date set for release of the book? I enjoyed the article about you in the Industry Standard. "...think of Reagan jacked into The Matrix." LOL!

To: George Gilder who wrote (4729)	9/6/2000 4:49:25 PM
From: Cosmo Daisey	Read Replies (1) \| Respond to of 5853

George, A lot of discussion was posted here last October about how the new subscribers had missed the boat on Gilder Stocks. I pointed out that simple technical analysis would reveal several stocks worth looking at. I discussed the simple method used to select stocks. The following portfolio was set up on this board and on Nov. 16,1999 at a meeting of AAII where I gave a presentation about T/A. The portfolio speaks for itself. I haven't made any changes to the sample portfolio but simple analysis would have signaled a sell on three of the stocks and at this time there are three or four Gilder stocks that could replace the sells. siliconinvestor.com cdaisey@keep_it_simple.com

To: George Gilder who wrote (4729)	9/20/2000 2:52:04 PM
From: k_maxwell	Respond to of 5853

GG - Looks like the Chief Investment Strategist at Prudential Securities needs to read "Telecosm" I was reading along, interested that Gary Smith's present favorite stock is VTSS, and that he is bullish on QCOM, when I came across the following excerpt: <<<<<But one tech sector Prudential doesn't like for the rest of the year is networking stocks. There's a huge market for more communications bandwidth and telecom services, Smith says. The trouble is network capacity is growing just as fast, if not faster than demand. It means that networking stocks that are off 50 percent or more from their year highs could stay in the doldrums. A months-long networking slump already has struck big names, including Lucent Technologies (LU: news, msgs). Share of the widely held equipment maker are down nearly 50 percent since mid-July. Competitor Nortel Networks (NT: news, msgs), meanwhile is down about 20 percent in roughly the same period. "Investors are starting to say, ‘Hey, wait a minute: We have all this capacity to transmit information and so forth, but may be at some point we have too much,'" Smith said.>>>>> I'd sure like to see some numbers (and the source of those numbers) to back up the statement that "network capacity is growing just as fast, or faster than, demand." Isn't internet traffic doubling roughly every 100 days? Won't it have grown a thousandfold 5 years hence, and a million fold by 2010? Supply creates its own demand, and new applications we haven't even dreamed of yet are going to fill up the available bandwidth as it's rolled out. I am glad that the Chief Investment Strategist at Prudential doesn't seem to understand this. I feel even more confident than ever that I will continue to beat the market -- not by "listening to the technology" (I am no physicist, optical engineer or networking specialist, by any stretch), but by listening to George! Here's the whole article: cbs.marketwatch.com