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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (7972)	10/10/1999 1:13:00 AM
From: tekboy	Read Replies (1) of 54805

Re Enabling Gorillas: point well taken. Re GMST: dunno. Our last formal attempt to define Gemstar's primate status was about a week ago, after you mistakenly claimed that Merlin had anointed it as such. It turned out that two obstacles still remained: the outstanding lawsuits and the specific dating of the start of Gemstar's tornado. Well, now both lawsuits are out of the way--something Merlin and others explicitly equated with Q's Ericsson deal. Furthermore, Merlin pointed out that in retrospect tornadoes seem to date from much earlier than the "defining event"--all will recall his current view that the CDMA tornado started well before the Ericsson deal. And to the extent that Gemstar is an applications gorilla as well as an enabling gorilla, we can say that its primate status begins in the bowling alley (or is that just when we're allowed to invest in it? <g>). My question for you is the following: if you believe that GMST is still merely a gorilla candidate, what are the criteria you plan to use to determine its graduation to full primate status? tekboy@chompingatthebit.com

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