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

To: David Klein who wrote (5322)	11/17/2000 8:58:38 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 5853

You make good points, but I think the money grabbed center stage because it's a hot-button issue. The WSJ article seemed to completely avoid the technology topic.

To: David Klein who wrote (5322)	11/17/2000 10:08:59 AM
From: CMon	Read Replies (1) \| Respond to of 5853

Not to mention his description GSTRF in his last news letter as "an opportunity to buy into a global franchise at the valuation of an Appalachian REIT." Such a comment shows more than a simple inability to comprehend the meaning of a balance sheet, or to analyze a company's outstanding securities. It's determined ignorance.

To: David Klein who wrote (5322)	11/17/2000 7:48:33 PM
From: EJhonsa	Read Replies (2) \| Respond to of 5853

Re: Nortel 160-channel DWDM System Here's an excerpt from a USA Today piece on Nortel written last November: usatoday.com But Nortel's product still must make successful transitions from the laboratory to field trials to the marketplace, which could take a year. Nortel hopes to announce a communications carrier to try the new system within a few weeks and to begin trials in the fourth quarter, the Times reported...The wave-division-multiplexing unit could lift the capacity of a network over a traditional single-wavelength system. The new Nortel product uses 160 channels, and each channel can transmit 10 billion bits of information a second. Nortel's most advanced unit now only offers 32 channels. If Nortel didn't push back this trial date, then it's quite possible that 360 currently does have a 160-channel Nortel system up and running, albeit in a trial. Also, if I remember correctly, during its latest conference call, Avanex's management stated that Nortel's a paying customer of theirs, buying the PowerMux for use in their 160-channel system. I do have to admit, however, that the Globalstar comments are definitely inexcusable. You'd figure that a former economist would have better financial sense. Eric