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To: Ilaine who wrote (88250)	3/31/2001 1:19:38 PM
From: Haim R. Branisteanu	Respond to of 436258

CB, Gilder has now a NYC bridge for sale <GG>

To: Ilaine who wrote (88250)	3/31/2001 2:05:28 PM
From: GraceZ	Read Replies (1) \| Respond to of 436258

A far more accurate assessment of Gilder would be if you tracked not the stock prices but the growth (revenues and earnings) of the companies he recommends. The reason I say this is because these pie in the sky companies have a tendency to have their stock prices soar to full future valuation and then crash when the fundamentals don't live up to this valuation immediately. Only after their stock prices crash back to Earth do they then start the long hard road to valuation based on fundamental changes in the company. Some of the best companies in the world followed a J curve rather than a nice even ramp, things get worse before they get better and then when they do get better they do it in a hurry. OTOH the sad truth in technology is that frequently the company that makes the significant technological break-through is not the one that reaps the profit from that technology. This is the norm rather than the exception. So Gilder might in fact be very good in seeing which technology will be successful, but not have a clue about with company will actually be able to profit from it.