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


To: Bill Fischofer who wrote (583)7/1/1998 11:31:00 PM
From: fellow  Read Replies (1) | Respond to of 5853
 
Dear gg and gild-erians-

I'm glad to discover this conversation! I have been a gild-erian since I read "The Bandwidth Tidal Wave" about two years ago. I subscribed to the GTR and even became a bit of a groupie when I visited his secret gilder-cave and waved a hello to gg a year ago.

I would like to know what some other enlightened technologists (-philes) think about the following companies/technologies:

CYMER - the unchallenged leader of DUV (sub .25 micron) photolith light sources

AMCC, VTSS, MMCN, PMCS - four companies making datacom ASICs, article a couple months ago in Red Herring(Moore cover?)

Also, what other mags, sites, and books do you recommend? I read Infrastructure (Carl Johnson), InfoWorld, DataCommunications, Network Computing, TechWeb, and GMSV.

Do any of you use Linux?

Cheers-
fellow



To: Bill Fischofer who wrote (583)7/2/1998 12:32:00 AM
From: George Gilder  Respond to of 5853
 
Sure, if you use the entire cable, 8 gigabits a second or possibly more (by 256 QAM) is easily in reach. ADSL seems acceptable only in comparison with a single 6 megahertz channel on coax. If TCI-ATT really mean to overthrow the paradigm, they will send all TV digitally as a part of the WWW over cable pipes equivalent to OC-192.