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

To: George Gilder who wrote (621)	7/28/1998 10:11:00 AM
From: Frank A. Coluccio	Respond to of 5853

George, you note: > However, it would be better if it obviated ATM as well.<< Alas, but we must contend with the farmland we have at hand, sometimes. In due time, perhaps in short order, where the higher capacity flows are concerned. >>I like the Level 3 target better: IP on lambda. That's the holy grail of the dumb cheap broadband network. The need for the ATM layer is being eliminated by the MPLS (Multiprotocol Label Switching) standard being promoted by Juniper and others, which gives IP the level 2 speed advantages currently offered only through ATM.< Me too. I like it, but there are still many holes to be filled, administratively, before the carriers can deploy these services, even if the hardware platforms to support them existed in a manner that allowed any semblance of controls. >The Ascend window, however, remains open because of the continuing prevalence of ATM cells out there and the delay of MPLS until next year.< Amen. Your presence and contributions would be a welcome addition on the Last Mile Thread, George, as you are being quoted there, anyway. Please feel welcome to join in there after you've had an opportunity to review the last week or so of posts (there aren't not too many of them). Looking forward, and Best Regards, Frank Coluccio

To: George Gilder who wrote (621)	7/28/1998 10:18:00 AM
From: R.V.M.	Respond to of 5853

Mr. Gilder, Is ARTT a potential sleeping giant now that they've received funding from Lucent? How long, in your opinion, until broadband wireless crashes onto the scene? By the way, we enjoy getting your newsletter. Have bought a few stocks from the "ascendant technologies" list, and they're all doing well! We appreciate your research and analysis re future technologies. Jill M

To: George Gilder who wrote (621)	7/28/1998 8:42:00 PM
From: Nicholas Thompson	Read Replies (2) \| Respond to of 5853

Craig McCaw et al recently made a deal for lvlt capacity. I feel their eventual goal (beyond just nxlk capacity) is to mate the wireless freedom of nextel and (later) teledesic with lvlt's (soon to blossom) astounding capacity. Is there any reason to try doing this given the technology that will be available for broad based use in the next 18 to 24 months(it's hard for me to conceptualize anything further in the future)? Thanks!

To: George Gilder who wrote (621)	7/29/1998 9:00:00 AM
From: Angela B.	Read Replies (1) \| Respond to of 5853

George, Please provide us with your Web-Page address. I would like to subscribe to your newsletter..Once again, Thank You AngelaB.

To: George Gilder who wrote (621)	7/30/1998 12:30:00 AM
From: Leeza Rodriguez	Respond to of 5853

In March, I attended an Alex Brown CTO conference where the longhaul and local loop camps expressed their future visions of the Next Generation Public Network. I came away with the following thoughts: longhaul : IP with a lot of optics (DWDM). Both Qwest and Level 3 agreed that if you throw Gigabits of bandwidth at the longhaul, you don't need the QoS qualities of ATM. Thus, no need for ATM in the longhaul. edge of the network : In general I heard that ATM will be needed to granulate the various services into the local loop. Furthermore, Covad (an xDSL provider) reiterated the need to use ATM in the local loop because of the hassel factor in dealing with IP subnets. difference between Qwest and L3: L3 is more focused on the interconnect and the co-location process. Whoever has the most cages wins. :-) Suprise proclamations: Qwest expressed an anti-ATM attitude. Nayel Shafei made it no secret that he was an END TO END all IP only kind of guy. Funniest statement at the conference: Ronald Vidal, L3- 'we are at -1 in the OSI model, thus we still have the luxury of being agnostic ' Caching: I asked Shafei if caching would potentially adversely affect the amount of capacity that will be needed. Shafei gave me a rebellious look, an Enkidu-like stare..... Leeza Rodriguez

To: George Gilder who wrote (621)	7/31/1998 12:36:00 AM
From: Bill Cooper	Respond to of 5853

To: George Gilder I just started reading some of your technology reports and I guess I understand about half of it if I am lucky. It is the most interesting reading that I have come across. I have become obsessed with the Telecosm which obviously involves the internet. It is all very captivating. I see Qwest and Level 3 among some of the obvious winners. I think they will be able to target the obvious weaknesses in the established competition and build up and then conquer them going forward. I find it interesting that the average life span for a company is forty years when I look at what is happening right now. I really think we could see the end of some of the older telecommunication companies going forward. I don't know when. I just had a simple question for you that does not really relate to these assorted thoughts... I would be interested to know what the real differences are between Qwest's network and Level 3's. Are their any major differences? I was also wondering if your new book was out yet because I am looking forward to it like a little kid on Christmas eve waiting for Santa Clause!

To: George Gilder who wrote (621)	8/3/1998 10:36:00 PM
From: John Z	Read Replies (2) \| Respond to of 5853

Hello George- The "SiGe" revolution seems to be underway! (recent IBM news) From what I gather from your newsletters, NT and NSM seem to be major players...Who else, LU?....Do you think SiGe microsystems from Canada will ever go public? If they do, would you suggest investing in them?...Thanks from a very satisfied subscriber...John Z

To: George Gilder who wrote (621)	8/5/1998 10:43:00 PM
From: Scott Carr	Read Replies (1) \| Respond to of 5853

Hi George, looks like UNPH biz plan will be kicking into hi-gear soon. What do you think? Any info on all the under water fiber being laid? 1-UNPH focusing all it's new fothcoming capacity on the WDM,DWDM,CATV, and telecom markets. 2-Customer base has expanded significantly. They have only 1 10% rev. cust. now,CIEN, 11% for the qtr.Even if CIEN doesn't get ANY of the ATT/TCI biz, the new customers will more than offset CIEN's posssible lost sales. 3-UNPH now believes,with Philips, that they are the market leader in all telco qualified lasers. 4- the increasing deployment of higher channel capacity fiber will favor UNPH, as the channel #'s go from 16 to 40 to 80, each channel(wavelength) requires another transmitter,source laser, and another pump laser. 5-UNPH is now the only qualified supplier of 980nm pump lasers and Bragg gratings for under-water fiber. There are currently several huge projects underway connecting the world with high-capacity fiber. Check out CTR group's "Project Oxygen" for more. Sales of sub-marine products will start this qtr. and then ramp up significantly in CY'99. The ASP-average sales price-, is much higher on the submarine equip. 6-UNPH will announce in the next few weeks a BIG sole-source contract/OEM agreement to a major customer. It's a done deal, they're just waiting for permission to make the deal public. 7-Our Man, K.K.. predicts both revenues and profit growth to ACCELERATE in '99, as the new fabs come on line, and product starts to ship to waiting customers. 8-As I suggested in an earlier post,UNPH will divest the flea-bitten Ultrapointe division, in order to focus all it's attention on the terrestrial,sub-marine, and CATV markets. They are in preliminary talks with interested buyers now. 9-Shares outstanding will increase to 41,000,000. this is due to Philips receiving 3mm shares, although there are restrictions on when and how Philips could sell the shares, if they choose to do so(highly unlikely). I don't care what the stock does tomorrow. The best strategy here is to buy with both hands ASAP and hold for the forseeable future.You will be richly rewarded for your prescience. The conf. call replay may still be working. call 1-800-999-1683 to hear it.If the computer asks for your company name, just give them your broker's co. name and press 1. K.K- if you're lurking, are you still flying a Seneca? I'm sure you'll soon be able to up-grade!