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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: NY Stew who wrote (6724)	9/20/1999 10:15:00 PM
From: Uncle Frank	Read Replies (5) of 54805

>> It's hard to overstate the patent's importance for Gemstar It's hard to overstate how confident you and Merlin have become in gmst's future, and how much that is influencing me to consider diversification <g>. From the value chain forming around gmst, it appears they are, at the least, in the bowling alley. Has anyone looked at sales of stb's licensing gmst to measure the tornado? uf

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