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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (10813)11/21/1999 5:36:00 AM
From: Larry Grzemkowski  Read Replies (2) of 54805
 
Hi Mike

This is my first post on this thread. To tell you the truth it was your posts that attracted me to the thread. And Yes I have read the FM. I will admit that I don't have the insight that most of you have but I have learned much from all the posts on this thread. I am a AIM (Automatic Investment Management) investor and I am going to try and AIM Gorillas. The real reason for my post is the discussion on GMST. I just don't get it! I have Time Warner Cable and they have a guide called AXS and they have recently added a channel which carries TV Guide. Now the TV Guide just scrolls so there is no interaction and the AXS guide is where you can move around to look for programs and get information which is not worth much. I am sure the system you are talking about is more interactive (it better be) and offers more information (or its dead in the water). I guess I just can't see consumers getting all excited about the TV Guide. I see it like "Picture in a Picture" it had value to me once when I bought a TV and I never use it. So if my next TV doesn't have P IN P then so what I would not pay for it. I think consumers will expect the Guide but I don't think they will want to pay for it.

I did pick up some Q on Fri. and I am looking for a couple of other Gorillas or Kings for my AIM basket.

Just some thoughts from a lurker.

Larry G
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