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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: NY Stew who wrote (7599)10/5/1999 6:43:00 PM
From: MulhollandDrive  Read Replies (1) of 54805
 
>>My point is that TV Guide has assets beyond the guide business. You either take
60% of the IPG ad revs as a licensing fee or 100% by acquisition. Henry saw value in
the latter. AT&T was a party to the settlement talks as was Liberty Media and
News Corp. There may be additional value here that will not show until a later date.

Stew,

This is what I want to see clarified. I don't have the firm grasp on GMST that you do. I'm listening to what the market is saying right now. I want to repeat, I am NOT negative on GMST. I just want to stand back and watch for a bit.

bp
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