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Technology Stocks
George Gilder - Forbes ASAP
An SI Board Since August 1997
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Emcee:  Brad Rogers Type:  Unmoderated
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4828Frank, I thought Gilder liked TERN because it uses CDMA, not because it has anytk_maxwell-9/8/2000
4827OG, re: "CSCO has almost ZERO systems integrators" That's absolFrank A. Coluccio-9/8/2000
4826Hi Gary, <i>"Traffic will always need to be routed and to suggest otFrank A. Coluccio-9/8/2000
4825Bernard, CSCO has almost ZERO systems integrators.. they use partners such as KThe Phoenix-9/8/2000
4824PERFECT EXAMPLE OF WHY Gilder newsletter matters. Just read Gilder between the lgreedsgd_2000-9/8/2000
4823While CSCO will not go out of business, the trend has been for a long time that Bernard Levy-9/8/2000
4822LOL!... OK...The Phoenix-9/8/2000
4821Not that I am sticking up for Gary because he probably is more knowledgeable thaRich1-9/8/2000
4820Your analysis of Gilder is way off the mark: YOU GOT TO READ BETWEEEN THE LINESgreedsgd_2000-9/8/2000
4819INKT, EXDS, and NTAP were some with good praises. He discusses probably about 30Jack Hartmann-9/8/2000
4818So...... Who are some of the companies GG has talked about recently who haven&#Roger Hess-9/8/2000
4817<<how funny, thats when the volume and the stock price of LNOP started runJordan Levitt-9/8/2000
4816hhislmair, Some router functions will indeed be commoditized - no doubt... but The Phoenix-9/8/2000
4815GG always uses the last day of the prior month as the reference price. It is judday-9/8/2000
4814I agree with your analysis. I like reading G because he is thought provoking, anhhieslmair-9/8/2000
4813Sorry, I didnt see the actual Gilder text on death of routers.ratan lal-9/8/2000
4812Calling a router a commodity is different than suggesting they'll go away. The Phoenix-9/8/2000
4811<i>Gilder has taken such a myopic view of communications as to suggest tharatan lal-9/8/2000
4810Dear Gary: Is CSCO going out of BUSINESS? How soon?? Gosh, I guess I better selJDN-9/8/2000
4809Well, I certianly lack the serious prose of Gilder and his followers. I'd sThe Phoenix-9/8/2000
4808..and wacky additions like XLA and LNOP are definitely entertaining, as is the rRupert-9/8/2000
4807according to the telecosm table(updated) that was first posted on his site this mact-9/8/2000
4806Article: "The Gilder Effect Ignites a Surge in LanOptics" thestreet.cRupert-9/7/2000
4805Thanks..Rich1-9/7/2000
4804Well, I guess I know where you stand. For me, it's difficult to seriously eDan B.-9/7/2000
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