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Technology Stocks : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?

To: Labrador who wrote (1440)	1/9/2001 6:02:52 PM
From: spred	Read Replies (1) \| Respond to of 2293

What hasn't crashed in the Y2K massacre? Mr. Gilder is best when painting with broad-brush strokes. I believe his basic premise that states that the primary abundance will be (or already is) bandwidth and the primary scarcity will be silicon. Those companies wasting the abundance and conserving the scarcity have a better chance of succeeding, while those doing the opposite are doomed to fail. Yes, he has picked some dogs, and yes, he does focus solely on the technology without regard to the business and competitive landscape. But the last time I checked, he was human. Sam

To: Labrador who wrote (1440)	1/10/2001 6:35:27 AM
From: Robert Scott	Respond to of 2293

The only one he's pounding the table on now in your list is Global Crossing. He still believes Globalstar is worth far more than the stock price. The fact that he picked MOT at a time when anyone with any knowledge of the chip cycle and MOT's performance over the last 5 years shows that he is not a market timer. TERN has some problems that they can overcome if management makes the right decisions. MFNX is still a strong company. He has significantly outperformed all indexes since he started but 2 facts that many don't seem to appreciate are: 1. The stocks he has picked and then panned have made money for investors if you followed his advise (and even his timing). 2. Most importantly, you must buy all of the picks in order to outperform. You never know when and which companies will explode. This would be an excellent time to take positions in all of his companies as they are all down significantly from their highs. I unfortunately began building positions last fall.