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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?

To: Kal Perry who wrote (486)	3/18/1999 9:37:00 AM
From: Andrew N. Cothran	Read Replies (1) \| Respond to of 15615

If you had bought 1000 shares of each of Gilder's 31 recommended companies in his telecosm technology list, you would have invested a total of $724,387.15 which would have a current market value of $1,482,500. This is about a 98% profit. However, this assumes that you would have been able to purchase each of the ipo's on his list at the original issue price. There are about 6 of them. You and I and Gilder know that you would not have been able to do this. However, even when you discount this fact and pay market price at open on the ipo's you would still be well ahead. Say 90% ahead.

To: Kal Perry who wrote (486)	3/18/1999 10:32:00 PM
From: idler	Read Replies (1) \| Respond to of 15615

I think he gives you a fairly unique perspective on technology issues, especially emerging companies that may not be well known or followed by analysts -- i.e., early leads on some things. Frankly, some of it is above my head technically, but I get the main points. He doesn't pretend to "pick stocks" as such, but to identify companies which he considers leaders in emerging technologies. It so happens that in many cases these companies also perform well (if not extremely well) in the market. I personally try not to use any one source as an exclusive guide. I haven't done the math on how well his picks have done, but it looks like others on this thread have.