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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: wlheatmoon who wrote (7570)10/5/1999 10:32:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
MKC,

we KNOW that gmst isn't going to make any new highs for some time

If there is one lesson I learned from watching AOL, it is that a major announcement of an advertising commitment or e-commerce partnership can by itself propel the stock to new highs. As often as I felt that unjustifiably happened with AOL, I'm thinking that Gemstar is where AOL was at three years ago when it comes to advertising revenue and e-commerce deals.

Perhaps I'm becoming a better visionary than I give myself credit for. :)

--Mike Buckley
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