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

To: IndexTrader who wrote (5502)	2/22/2001 12:52:00 AM
From: Bernard Levy	Read Replies (1) \| Respond to of 5853

Susan: To clarify what I think is likely to happen to emerging carrier networks and telecom/networking equipt companies, I think a possible scenario is what happened to biotech after the boom-bust cycle of 90-92. Six apparently lean years during 92-98, but where behind this subdued period several very strong companies (AMGN, BGEN, Immunex, MEDI, GENZ ...) emerged-- investors who stuck around to invest in the winners did incredibly well. I am sure Cramer was not around, since bottom up investing is not his style. So, I am not expecting a quick rebound, but the telecom shakeout is likely to provide great opportunities for the patient investor. Best regards, Bernard Levy