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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (8888)10/26/1999 10:03:00 PM
From: NY Stew  Read Replies (2) of 54805
 
LindyBill,

I agree that Gemstar is a Gorilla. I don't know if we are in the tornado, or approaching it, however.

I agree with both observations. Gemstar is 2 to 4 quarters away from the beginning of the Tornado. The market will value this in advance most likely as the story gets out. New money is coming in from Liberty Media and News Corp holders. I talked with one covering analyst today that has had several such inquiries.

Henry has been invited by Bear Stearns to speak to some large players next week.

I can time a boiled egg so I just hold.

Regards
Stew

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