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


To: gdichaz who wrote (480)4/22/1998 2:39:00 PM
From: Dan B.  Respond to of 5853
 
Exactly. If you get a "feel" (tee hee,sorry) for the direction of technology, you peruse his watch list with your own vision. He is a guide to understanding what's new and how it might fit into the future- how George and others of varying points of view(well represented) see it. He plainly states he doesn't add or remove stocks on the basis of valuations, timeliness, etc. No, with George, you're asked to look at those things- all considerations- yourself. I love it. Personal responsibility doesn't take a back seat to the ultimately typical "buy what we say" attitude of stock purveyors everywhere. That attitude got old a long time ago- tired of reading it.

So do we know why he thought to remove WTT? BG



To: gdichaz who wrote (480)4/23/1998 1:03:00 PM
From: John Biddle  Respond to of 5853
 
I had a similar question re the removal of Ciena from the Ascendancy list - the reason given, LU competition, was not persuasive since LU's entry vaporware. George Gilder replied on this board that he still expected Ciena to be a player.

Speaking of Ciena, I think this alliance with Cisco will help them significantly.

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