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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (7290)	10/1/1999 12:30:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> Many of us are now doing the same with Gemstar; same basic theoretical risks, which I note haven't gotten as much play here as with Rambus. I have to strongly disagree, Stan. GMST has crossed the Chasm, and is rolling strikes in the Bowling Alley. I suggest you go back and read NY Stew's and Merlin's posts for the past month. Merlin, who called the shot on Q, has made the same call on gmst, and those of us who know him appreciate how coldly analytical he is in such proclamations. Stew's understanding of this company is as good as you will ever find in a non-insider, and he has made the same call. No one, not even you or unclewest, portrayed rmbs as anything other than a Story Stock. There is a HUGE difference between investing in rmbs and gmst - Gambling vs. Gorilla gaming. uf

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