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Technology Stocks : Gemstar Intl (GMST)

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To: voop who wrote (854)11/15/1999 2:14:00 PM
From: Uncle Frank  Read Replies (1) of 6516
 
>> I can see GMST resembling MSFT for its royalties on enabling softeware and its AOL like revenues from advertising and e-commerce.

Hey, Voop. Doing any good today <g>.

There is modest point of difference in our view of gmst. I see them as a potential Software Gorilla, not as an Enabler. That's why I jumped in early (pre-Tornado). Per the fm, the appropriate time to take a position in a SG is in the Bowling Ally, but EG's shouldn't be purchased until the Tornado is confirmed.

Why do you think gmst should be classified as an Enabler?

uf
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