Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: kha vu who wrote (260)	2/18/2001 10:08:33 PM
From: George Martin	Read Replies (2) \| Respond to of 3294

To clarify Gilder's comments on CNBC on Friday: He strongly recommended JDSU saying that they make key components that will be needed for the fiberoptic network buildout. Very high on AVANEX, too, saying the CEO is a genius, and their technology is superior. Also high on NUFO. Although he didn't mention them at this time CIENA, SYCAMORE, CORVIS are also on his list, among others. Regarding two of the other companies you listed and which he did discuss -- LU and Globalstar -- please note he praised the TECHNOLOGY assets of LU but panned the management. For Globalstar he noted there's nothing to be gained for the equity investor since they are in bankruptcy but some one will take over their technology which he felt was terrific. As a former Gilder Technology Report subscriber, it's fair to say Gilder's primary focus is on the technology -- determining equity valuations is definitely not his forte. While he has picked many companies that have proved to be big market winners, to be fair there have been more than a few dogs in terms of stock price performance, too, and they tend to remain on his list regardless.