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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (9368)	11/1/1999 8:35:00 PM
From: Mike Buckley	of 54805

Regarding Gemstar: We can see the Tornado forming, but it's probably a few quarters out. ... I think you made a good buy, though 6-9 months too early by GG standards. I made the same error <g>. Frank and all, If Gemstar's product is part enabling and part applications as I've suggested, the applications aspect justifies a pre-tornado investment. Does anyone have thoughts about what kind of product (enabling or applications) Gemstar sells? --Mike Buckley

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