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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Jimmy Liao who wrote (32200)	5/10/1999 12:59:00 PM
From: zebraspot	Respond to of 33344

>>What did they do, buy a printing press?<< Foveon, Benjamin, Foveon.

To: Jimmy Liao who wrote (32200)	5/10/1999 4:59:00 PM
From: Robert Sheldon	Respond to of 33344

$295/year subscription rate? No offense, sir, but perhaps your next report should be entitled "The Plunging Cost of Information". Here are Mr. Gilders companies . . . take a look at the charts . . . The price listed is a 'reference' (purchase) price. ATHM 19 1/2 AMCC 22 11/16 ADI 22 3/8 ATML 17 11/16 BRCM 12 CUBE 23 CIEN 8 9/16 CNXT 27 11/16 GLW 40 15/16 GBLX 14 13/16 GSTRF 11 7/8 JDS FITEL (TORONTO) 19.25 LVLT 31.25 LSI 31.5 LU 23 9/16 WCOM 29 15/16 NSM 31.5 NXLK 40 7/8 NT 46 PCMS 22 3/8 QCOM 38.75 PCS 15 3/8 SUNW 13.75 TGNT 21.5 TERN 31.625 TXN 23.75 TUTS 18 UNPH 29 3/8 XLNX 16 7/16 I doubt you have matched the above performance. You would be foolish not to check out his archived articles . . . (yes, they are free)

To: Jimmy Liao who wrote (32200)	5/10/1999 11:45:00 PM
From: Joe NYC	Respond to of 33344

Jimmy, One other stock that Gilder recommended - QCOM - looked like dead money for some time. Look where it is now. If you want to know where technology is heading long term, Gilder is one of the best sources. Joe

To: Jimmy Liao who wrote (32200)	5/14/1999 2:26:00 PM
From: moat	Read Replies (1) \| Respond to of 33344

You are making a big mistake being cheap and making fun of the cost. Gilder's monthly report has already made a lot of people a lot of money. $295/year is a steal. I would pay 10x its current price. I have read every issue since it started three years ago. Excellent scuttlebutt on the fast changing technologies of semiconductors and bandwidth (via land/air/sea). Gilder is an incredible tech reporter. The best on earth in my opinion. No one else is even close in this space (semi and bandwidth).