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

To: George Gilder who wrote (1544)	5/14/1999 5:45:00 PM
From: Gene S	Read Replies (1) \| Respond to of 5853

Greetings George, I am new to the thread as well SI. I have been following your suggestions for about a year now and IMHO you are the most lucid visionary on tech stocks today. I really profited nicely from your QCOM and ATHM recommendations. My son is starting to invest in the market and he has less then $10K. My question is if you were to start a portfolio today what would be the first stock you would own and why. Thanks, Gene

To: George Gilder who wrote (1544)	5/14/1999 6:20:00 PM
From: Maurice Winn	Respond to of 5853

George, you said: //Nokia people got caught up in the general European frenzy. I am glad to hear that calmer minds prevailed.// Nokia took part in trying to bludgeon Q! into submission, pinch the IP and form a trade protection CDMA gang with ETSI [VW-40 SETI]. But did Nokia ever call CDMA in mobile or Q! implementation a scam to you? I thought maybe you meant Ericy and mistakenly said Nokia. That seems inconsistent with them signing up with Q! way back in 1991 or perhaps 1992. Ericy were the bad guys and Nokia was like Pinnochio - being led astray be their Nordic 'buddies'. Nokia is having trouble getting their cdmaOne handsets to work well enough. Maurice

To: George Gilder who wrote (1544)	5/14/1999 8:51:00 PM
From: 2brasil	Respond to of 5853

Mr.Milken Err great! ----------- Global Crossing, U S West Said In Talks DENVER (Reuters) - Global Crossing Ltd (Nasdaq:GBLX - news)., a Bermuda based telecommunications company building undersea and land-based fiber optic networks, has cast its eye on U S West, one of the last independent regional phone companies, CNBC reported Friday. Denver-based U S West Inc., which offers phone service in 14 western states and has had to fight off a reputation for bad service, is being courted by Global Crossing to the tune of $35 billion in stock. Citing sources close to the talks, the financial news network said the companies were keen to announce a done deal next week but there may be some snags on the horizon. A spokesman for Global Crossing was not available for comment. A U S West spokesman declined comment. U S West stock rose 87.5 cents to $60.875, while Global Crossing fell 94 cents to $59.06. While it is currently below its year high of $64.25, Global Crossing stock has made strong gains, having traded as low as $8 in the past 52 weeks. The merger might make strategic sense, but securities analysts also noted that regulatory problems may arise. ''U S West and BellSouth were the only two Bells that hadn't found a partner in the telecom dance. A couple of weeks ago BellSouth announced a deal with Qwest . It was only a matter of time until U S West also bit the bullet,'' Jeffrey Kagan, an Atlanta-based telecommunications industry analyst, wrote in a commentary. A merger with U S West would give Global Crossing ''honest-to-God cash flow,'' Janney Montgomery analyst Anna Maria Kovacks said. But that possibility also would get the attention of state regulators who would want to ensure that rate payers were not subsidizing Global's operation, she said. CNBC noted that the price tag Global Crossing was purported to be offering did not add up to a big premium to U S West's current share price. Global Crossing is still working with its current acquisition partner Frontier Corp. (NYSE:FRO - news), which could potentially block such a large deal or walk away from its deal with Global Crossing, CNBC reported. A spokesman for Frontier, based in Rochester, N.Y., was not immediately available for comment. On the New York Stock Exchange, Frontier stock fell $2.50 to $56.375. In March, Global Crossing said it would buy Frontier, a local and long distance phone carrier, for $11.2 billion in stock, gaining a foothold in the United States. That deal would allow Global Crossing, which launched its initial public offering in August, to link its fiber optic networks with Frontier's fiber optic network in the United States. Analysts said competition was the impetus for Global to court U S West when it has not completed its deal with Frontier. Kagen said companies have to be quick or miss the boat. ''The phone company and network of tomorrow looks nothing like the one we grew up with. No one company has all the pieces. They need to merge in order to put all the pieces under one roof,'' he wrote. With a potential deal to buy U S West, Global Crossing founder and co-chairman Gary Winnick -- a former colleague of one-time junk bond king Michael Milken -- would go a long way in his apparent goal of creating a telecommunications giant, CNBC said. Earlier Stories Global Crossing, U S West Talking - CNBC (May 14) Global Crossing, U S West In Merger Talks - CNBC (May 14) Search News Stories Search News Photos May 13 \| May 12 \| May 11 \| May 10 \| May 09 \| May 08 \| May 07 \| May 06 \| May 05 \| May 04 Home \| Full Coverage \| Top Stories \| Business \| Tech \| Politics \| World \| Local \| Entertainment \| Sports \| Science \| Health Questions or Comments Copyright © 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.