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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jean M. Gauthier who wrote (10791)11/20/1999 6:14:00 PM
From: DownSouth  Read Replies (2) of 54805
 
Your points are well taken and the timing of buying GMST is a worthwhile discussion.

In that light, have you considered the fact that GMST has a well developed value chain and a corner on the Intellectual Property.

We who are in GMST know we are early, but many of us believe that the mass adaptation will occur very soon. The question is not, imo, if GMST will be the Gorilla. The question is, "will there be a tornado?"

Once the mass marketing begins in earnest, the undiscovered value of GMST will be considerably diminished.
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