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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sam Johnson who wrote (7389)	10/5/1999 11:50:00 PM
From: Rickus123	Read Replies (2) of 54805

Hey, bro, I read your and Merlin's discussion of investor bias over the weekend with interest, made even more interesting by the fact that I didn't get around to reading it (and the other 250+ posts) until today, after the GMST/TVGuide thing went down. In the long run, <investor bias> probably doesn't matter, but it strikes me as most relevant for the initial entry into a potential primate. If Rambus is truly gorilla material, market perception will eventually get on board, but spotting a Gemstar that may not have yet had it's coming-out party/defining event seems like a lot of fun. Many here felt that a GMST/TVGuide settlement could be for GMST what the Ericy deal was to the Q (to a point, anyway), and that being ready to pull the trigger when that event occurred put the GG'er in a very happy spot, indeed. This event would serve the dual purpose of 1) removing a last obstacle to possibly establishing GMST's gorilla-hood and 2) signalling to the investment community that it was time to jump in (positive investor bias). Well, we have a settlement. But the stock drops and everyone is left scratching their head. By Soros' estimation, would a recovery from this negative bias reinforce GMST's potential gorilla-ness in the eyes of investors? Will this reversal accelerate the stock's ultimate takeoff? Would this not constitute an even greater opportunity for the GG'er? On top of the fact that one can get in at a lower price currently. Who knows? (I sure don't) I wonder what the reaction of those on this thread would have been had the Q's stock behaved similarly to GMST's when the Ericy deal was announced. Would there have been the same degree of hand-wringing that is evident now? Or would folks have jumped in with even more gusto (if possible)? Just wanted to throw in my two cents...and lots of 'what ifs' rick BTW...RTQ Yankees 8...Rangers 0 Go Stars

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