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They come by way of Larry Roberts, who shared his figures at the recent Telecosm conference.
FORBES: BOOM INTERRUPTUS
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Gilder has since added Novell to his Telecosm portfolio on the strength of Schmidt's "storewidth" vision.
FORBES: Digital Rules
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Broadcom, JDS, Uniphase, Sun, Lucent and MCI WorldCom came straight out of Gilder's Telecosm.
FORBES: Digital Rules