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To: bcrafty who wrote (75798)6/11/2003 9:44:49 PM
From: skinowski  Respond to of 209892
 
You caught me!... –bg. In one of my previous lives I was a student and follower of George Gilder. Actually, I am still a subscriber. I still think that he did a humongous job figuring out the puzzle of modern technology. These few I mentioned are some of his favorites.

I got out of many of my Gilder longs relatively well... selling JDSU at $120 is a sweet memory. Over time I "dollar averaged" back into some of them, so in the end I'd say these positions - on the average - are still in the red. Mostly because of AVNX - the other entries were much better.

Out of this bunch SYNA is probably the best bet as an LTBH holding. Profitable, a good company, and with part ownership in a new breakthrough digital imaging technology. Companies like CORV or AVNX have great potential, but are more risky. If you are interested I'll come up with some more.