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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (11862)12/3/1999 10:23:00 AM
From: 100cfm  Read Replies (1) of 54805
 
Just finished reading the stephens report on gemstar.
one point in particular stuck out. guide revenues account for 50% of G's total revenues. that is an amazing fact considering that the guide has less then 10% market penetration. we are looking at a 4-5 fold increase in revenue and earnings as the guide becomes standard in just about all tvs. and that doesn't include any ecommerce revenues. G is looking very very undervalued right now.

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