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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (10362)11/14/1999 3:22:00 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Jean,

I should have added something to that previous post about Gemstar. Despite my thinking that Gemstar has not yet enterred the tornado, I am just as certain that Gemstar will become the proclaimed Gorilla of its space as the people who followed Qualcomm were certain that Ericsson would cave.

Everything I read tells me that Gemstar's space will be huge. Even if Gemstar is prevented from buying TV Guide by the government, the alternative is already in place that ensures Gemstar the dominant player in a proprietary space. If you believe as I do that the space will produce a tornado, that the tornado will produce a gorilla, and that there is no other company currently on the radar screen that has a ghost of a chance of becoming a gorilla in Gemstar's space, you will inevitably come to the conclusion that Gemstar will be that gorilla.

--Mike Buckley
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