Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (7290)	10/2/1999 12:47:00 AM
From: Mike Buckley	Read Replies (2) of 54805

Stan and others, Investing prudently at chasm crossing and pre-gorilla would seem to be brilliant. 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 think the risk is less with Gemstar than with Rambus. Part of my thinking has to do with my opinion that Gemstar's product is part enabling software and part applications software. Since there is no question in my mind that the product has crossed the chasm, it's not too early to invest if you believe as I do about the applications software. However, if you also believe as I do about the enabling sofware, now would be too early to be fully invested because the tornado hasn't started. My opinion. Nuttin' more. --Mike Buckley

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