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


To: Ilaine who wrote (5083)10/21/2000 10:13:09 PM
From: Scott C. Lemon  Respond to of 5853
 
Hello CobaltBlue,

> Well, I see your point, but I disagree.

And so we shall disagree ... ;-)

> I don't think Gilder "makes" reality, anymore than Arthur
> C. Clarke made geostationary satellites, or space
> stations, or Robert Heinlein made Waldos, or, for that
> matter, Leonardo da Vince made helicopters. I think what
> happens is that these writers understand technology and
> can predict where technology is evolving.

The big difference, IMHO, is that George is actively meeting with these companies and people, and actively promoting vision. He doesn't just think it up ... he finds the companies that are creating the potential solutions.

> He is in daily contact with inventors and engineers, and
> entrepeneurs and venture capitalists, and they tell him
> what's going on right now and what they hope to do in the
> future, and he analyzes what he hears, sees, and reads,
> and perceives patterns that predict future synergies.

Sounds good ... but I see much more than that going on ... he is the "cross-pollenator" and creates conversations between numerous companies and visionaries. As much as he hears from them, he communicates what he is seeing elsewhere, and what he sees possible. He is simply picking the "likely story" that makes logical sense to him ...

> I don't know if you have all the old issues but he's wrong
> a lot.

I've followed him for years ...

> He was wrong about Java, and he's been wrong for a long
> time about Cisco,

Yep ... he was fed a line of crap about Java, and what is was going to be. All of us were. Java never delivered because it was *way* over-hyped on what it was ... it's taken years to get anywhere, and is trapped in the proprietary pit of Sun. As I stated, he is trusting the sources of information ... there are more ... Terayon? ;-)

> those are the two that come to mind, and I don't suppose
> it's really necessary for me to go back over the old
> issues and see where else he's been wrong. But he's right
> about the broad picture.

Yep ... creating specific occurrences is often a difficult task ... but a fun game!

Scott C. Lemon