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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (11291)11/28/1999 12:40:00 PM
From: Steve Hufnagle  Read Replies (2) of 54805
 
The thing that is really attractive about the best gorillas was not just their market position, but also their managers. The deciding reason for me getting into Gemstar now--rather than waiting for the Tornado--is Henry Yuen.
Others credit the growth of this company to Henry as well. I believe every great company must have a great leader but am interested to learn how the Board of Directors at Gemstar have planned for an unexpected departure of leadership due to death, sickness or other reasons.
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