Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (8713)	10/25/1999 2:44:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>> the utter dominance of the EPG space by the new and improved TV Guide tells me that Gemstar is now a gorilla. I realize that it's an early call, but I don't see any competitors with similar technology capable of unseating the lock on the market. The value chain of the old TV Guide combined with the value chain of Gemstar is IMMENSE!!!!!!!!!!!!!!!!!! Back to doing magic tricks, Merlin? You pronounce that Gemstar is a Gorilla and the stock goes wild the very next morning (rtq +4 1/8). It's hared to ignore the possibility of a causal relationship. Someone with a big bankroll must be putting a lot of credibility on your utterances. Maybe you should consider becoming an Anal-yst, and selling your stuff to the highest bidder. uf

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