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

To: SteveG who wrote (677)8/28/1998 2:31:00 PM
From: Charlie Smith  Respond to of 5853
 
Steve:

<<And as you may know, the current scuttlebutt among fund managers recently has been a bandwidth (just a word to many of them) backlash, with datacom (like everything) being sold, due to rumors and perceptions that we are in current BW overcapacity.>>

Rapidity of the buildout comes into question with junk rates at 11 percent instead of 8. Got to give credit to Bernie; his timing was impeccable.

Charlie



To: SteveG who wrote (677)8/29/1998 3:34:00 AM
From: George Gilder  Read Replies (1) | Respond to of 5853
 
Wow, I don't know. They have not told me that. All they talk about in Denver is their fabulous WDM. I will have to check it out. Thanks.


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