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

To: George Gilder who wrote (727)	10/17/1998 1:08:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 5853

Interesting reply in post # 725, George, thanks. You note that... >>NT is a great across the board bet on communications technology, but it doesn't offer pure play on anything.<< Look at the pure play status of CIEN, and how they need to be able to laterally and vertically integrate with an assortment of other frameworks. CIEN's pure play status and their inability to demonstrate a broad product showcase is now working against them, which, granted, may be artificially accentuated by their recent failed merger play. But my main point prevails. NT will have less of a problem with this, ironically, for the very reasons that you cast a less-than-glowing shadow over them. >>It's strong in WDM, but it always wants to combine it with SONET TDM megadollar muxes.<< ...which, I infer, you take to be a negative thing, or correct me if I am wrong about this. From an ideal perspective I'd tend to agree with you, if we could all see our visions through to their ultimate and optical/wireless ends. But from a practical perspective, and one from an investor's view, we have to, IMO, seize the realities of the day, and can only keep an eye on the future (which you do so very well, and for that reason I feel that this criticism may be misplaced, but here it is nonetheless) to unleash the potentials that you and I both normally allude to. See my reply to a CIEN poster on this matter for an admittedly overly-balanced and strong attempt at a hopefully unbiased approach to these matters, at: Message 6052656 Best Regards, Frank Coluccio

To: George Gilder who wrote (727)	10/17/1998 1:28:00 PM
From: Frank A. Coluccio	Respond to of 5853

George, pardon the slip of the hand, I meant your post # 727, not 725 which was someone else's, and I hadn't read your 728 yet when I posted my own. Re the latter, a roller coaster, indeed, I agree entirely. Later...

To: George Gilder who wrote (727)	10/18/1998 8:08:00 PM
From: Mark Sherry	Read Replies (1) \| Respond to of 5853

<< It's dominant in microwave wireless at 28 and 38 gigahertz, but the market is moving viscidly.>> Why is this market moving so slowly. It seems to be at least one answer to the last mile, but this market and the companies in it are struggling

To: George Gilder who wrote (727)	10/21/1998 3:54:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 5853

To George Gilder: Re Nortel, agree that Nortel is more a communications portfolio than a "corporate choice" - as is Lucent IMO. As an investor (which I know is boring to you :-) ), suggest that holding both Nortel and Lucent as two broad communications "portfolios" ain't too bad - at least for now. This of course means that the likes of Qualcomm and other ascendant technology companies ride on top of that base. Curious that you suggest that Tellabs and Nortel will crash and burn like Digital did. Maybe both are one horse shays but management of Tellabs and Nortel show many instances of plain ole smarts - so a prediction that they are incapable of adaptation to change seems a bit off the wall. And they have been consistently skillful in using one of there great strengths - their installed base - as a steady upgrade path where their equipment is cheaper and more attractive than tearing out the old to install the new. That ain't elegant, but it seems to be practical for building sales and maintaining relationships that are very valuable. Can they upgrade to the latest and newest, who knows, but I for one am not prepared to count them out yet. Sure they are not "pure plays" and are in transition technologies. But again from an investor's standpoint (again recognize that ain't your bag) here and now suggest that writing them off now is short sighted. And it is the conventional wisdom - something alien to you, no? Maybe as you imply, in 5 years from now both will be history. Not prepared to bet on that yet though. But again speaking only as an investor, not a technologist. And of course, just IMO. As always, respect. Chaz