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

To: Ilaine who wrote (5012)	10/17/2000 9:20:43 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 5853

One QCOM can make up for a lot of APLXs. That's the nature of investing. But you're right about the weeding, which I expect will continue because technology is a dynamic area.

To: Ilaine who wrote (5012)	10/20/2000 11:28:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 5853

Hello CobaltBlue, > What he excels at, IMO, is vision. He sees far down the > road. I agree ... and disagree. ;-) I agree ... he excels at vision. But I disagree on the concept of his ability to "see[s] far down the road." Since the future has not occurred yet, anything is possible, and there is no defined future. So what he really does, IMHO, is take his vision and make it reality. He finds the companies and people who can create the vision that he sees. He introduces people to people, and he evangelizes his vision to those people. George does nothing other than create the future that he sees. And to me, this is the only way to do it! ;-) P.S. This is also why he has "bad picks" ... when the people that he locates lie to him about what they are doing, and what they are capable of, he must look for other people to fulfill his vision ... Scott C. Lemon