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Technology Stocks : Gemstar Intl (GMST)
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To: Uncle Frank who wrote (1192)12/23/1999 11:24:00 AM
From: NY Stew   of 6516
 
Imo, Mike's being responsible by not declaring the Gem a Gorilla since he knows how many people are influenced by his analyses.

I agree uf. He and Teflon have also made some interesting Godzilla observations concerning the advertising and B2C business. It is difficult to classify Gemstar as a pure Gorilla or a pure Godzilla because of its unique technology and business model. It has the best of both worlds IMO .... but for the time being remains unclassified.

FWIW, if you look back to the old SI GMSTF thread you will see that Paul M and Andrew C are also long holders.

Regards
Stew



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