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To: Jim Willie CB who wrote (12444)	4/9/2001 4:33:21 PM
From: Boplicity	Read Replies (4) \| Respond to of 13572

nothing but the obvious I'm sure. The real story behind that is how SLOW glider was to react watch it be right at the bottom for the two stocks. B

To: Jim Willie CB who wrote (12444)	4/9/2001 5:25:11 PM
From: pbull	Read Replies (1) \| Respond to of 13572

Re Gilder: Found this post from gg himself on SI: Gilder comments - Copied from the Corvis thread: RE: GG, where are you? posted to: George Says! originally posted to: poster: gg date: 4/4/01 8:00:28 PM -------------------------------------------------------------------------------- I am in my office where I will be most of the night working on the new GTR, which I and Charlie Burger have been researching for the last two weeks, both here and across the country, since OFC. OFC was was an amazing pinata of paradigmatic products, but as far as I am concerned Avanex's was the best. Believe me, if I had not promised otherwise, I would put half my stock market investment into Avanex. But I am a risk taker, with a variety of venture investments and a substantial holding in my own company (which seems to have gone off the track in my absence with the amazing $2000 webcasting gaffe). Others may wish to make more measured investments in Avanex as a paragon of the telecosmic model. If you believe that the current state of the market represents a "correction," however, you should know that my recommendations are based on a different view. I think the crash reflects a disastrous set of policy errors which resulted in draining much of the discretionary capital from the frontiers of the economy where telecosm companies such as Avanex and probably Corvis lead. In general, the lesson of OFC is that these companies have achieved a decisive edge over established firms in the crucial new arena of all optical products based on the connectivity model, with thousands of wavelengths. In this environment, it turns out to be devilishly difficult for the mega-companies such as Lucent and Nortel to keep up. With fanatical focus, Corning is doing better. If Lucent continues to implode, though, Nortel for all its errors may well make commercial gains over the relatively short run where the GTR doesn't play.