Duane:
Is Q too far into its Tornado to invest in according to GG rules? Is it really too early to consider GMSTR and I way outside of the G game to even have an ATHM position?
JMHO.....it all depends on your level of patience, and investing philosophy. Agree with Uncle Frank and DownSouth, which is to RTFM and review posts of past few months, if not back to March. Very important to understand the personalities here, and to understand the evolution of our thought processes as we refine and better comprehend the Gorilla Game principles.
If you are LTB & H, then....Q is expected to run strong until the split, and maybe thereafter when its perceived affordability will bring others into the market with their money. Also, Q may run strong into January because of pending quarterly report, probably in early February; also, Q could run some more when sale of handset division is finally announced....I would think this news is built in to the price now, yet many more people seem to be discovering the Q, and any news seems to make it run. Sale of the handset division should result in better profits and profit margins, enhancing earnings/share. Q has set the end of '99 as a timeframe by which to sell the handset division.
Gemstar is just beginning. I agree with Uncle Frank and Merlin that it is a neonatal gorilla; the actual tornado may have begun has its merger with TV Guide permits achievement of critical mass of subscribers/viewers for Guide Plus in the coming year. Its "perceived" tornado may be a ways off, as revenues from "page views", etc. may not be obvious until next year or early 2001.
I agree with King Arthur....it's a great day to be free, to be American, and to own Q and Gem. Even my loving but skeptical wife is beginning to think I'm on to something with this GG philosophy. I notice this month, she is chastising me less for getting onto the internet and surfing S.I. Just a coincidence that Q exploded this past few weeks.
Apollo |
